Creative Planning Kansas City Southern Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	N/A	-13,286 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	N/A	-787 Reduced 5.59%	13,286 $3.6 Million
Q2 2021 Aug 04, 2021	SELL	N/A	-4,114 Reduced 22.62%	14,073 $3.99 Million
Q1 2021 Apr 30, 2021	SELL	N/A	-3,596 Reduced 16.51%	18,187 $4.8 Million
Q4 2020 Jan 29, 2021	BUY	N/A	3,103 Added 16.61%	21,783 $4.45 Million
Q3 2020 Nov 05, 2020	BUY	N/A	1,922 Added 11.47%	18,680 $3.38 Million
Q2 2020 Jul 23, 2020	SELL	N/A	-695 Reduced 3.98%	16,758 $2.5 Million
Q1 2020 May 05, 2020	BUY	N/A	584 Added 3.46%	17,453 $2.22 Million
Q4 2019 Jan 30, 2020	SELL	N/A	-262 Reduced 1.53%	16,869 $2.58 Million
Q3 2019 Nov 01, 2019	SELL	N/A	-541 Reduced 3.06%	17,131 $2.28 Million
Q2 2019 Jul 26, 2019	BUY	N/A	3,069 Added 21.02%	17,672 $2.15 Million
Q1 2019 Apr 24, 2019	BUY	N/A	1,125 Added 8.35%	14,603 $1.69 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-290 Reduced 2.11%	13,478 $1.29 Million
Q3 2018 Oct 25, 2018	BUY	N/A	1,472 Added 11.97%	13,768 $1.56 Million
Q2 2018 Jul 20, 2018	SELL	N/A	-1,627 Reduced 11.69%	12,296 $1.3 Million
Q1 2018 Apr 18, 2018	BUY	N/A	7,650 Added 121.95%	13,923 $1.53 Million
Q4 2017 Jan 17, 2018	BUY	N/A	518 Added 9.0%	6,273 $660,000
Q3 2017 Oct 17, 2017	BUY	N/A	5,755	5,755 $625,000

Others Institutions Holding KSU

# of Institutions

2

Shares Held

3.13K

Call Options Held

0

Put Options Held

0

Independent Solutions Wealth Management, LLC Williamsville, NY

3.13K
Shares

$0
0.21% of portfolio
Huntington National Bank Columbus, OH

1
Shares

$0
0.0% of portfolio

About Kansas City Southern

Ticker KSU
Sector Industrials
Industry Railroads
Shares Outstandng 90,933,696
Market Cap $26.7B

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