Aptus Capital Advisors’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Buy |
57,027
+4,785
| +9% | +$526K | 0.05% | 255 |
|
|
2025
Q1 | $4.83M | Buy |
52,242
+5,808
| +13% | +$537K | 0.05% | 279 |
|
|
2024
Q4 | $4.08M | Buy |
46,434
+8,692
| +23% | +$764K | 0.04% | 294 |
|
|
2024
Q3 | $3.54M | Buy |
37,742
+5,054
| +15% | +$474K | 0.05% | 251 |
|
|
2024
Q2 | $3.11M | Buy |
32,688
+6,450
| +25% | +$614K | 0.05% | 242 |
|
|
2024
Q1 | $2.73M | Buy |
+26,238
| New | +$2.73M | 0.05% | 256 |
|
|
2021
Q2 | – | Sell |
-5,181
| Closed | -$419K | – | 549 |
|
|
2021
Q1 | $419K | Buy |
+5,181
| New | +$419K | 0.02% | 260 |
|