Farther Finance Advisors’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
2,041
+401
| +24% | +$31.8K | ﹤0.01% | 1493 |
|
|
2025
Q1 | $116K | Sell |
1,640
-370
| -18% | -$26.3K | ﹤0.01% | 1460 |
|
|
2024
Q4 | $145K | Sell |
2,010
-163
| -8% | -$11.8K | 0.01% | 1145 |
|
|
2024
Q3 | $186K | Buy |
2,173
+17
| +0.8% | +$1.46K | 0.01% | 1017 |
|
|
2024
Q2 | $168K | Buy |
2,156
+351
| +19% | +$27.4K | 0.01% | 916 |
|
|
2024
Q1 | $159K | Buy |
1,805
+85
| +5% | +$7.47K | 0.01% | 769 |
|
|
2023
Q4 | $136K | Buy |
1,720
+90
| +6% | +$7.14K | 0.01% | 687 |
|
|
2023
Q3 | $122K | Buy |
1,630
+61
| +4% | +$4.55K | 0.02% | 500 |
|
|
2023
Q2 | $127K | Buy |
1,569
+31
| +2% | +$2.51K | 0.03% | 392 |
|
|
2023
Q1 | $118K | Hold |
1,538
| – | – | 0.03% | 362 |
|
|
2022
Q4 | $115K | Buy |
+1,538
| New | +$115K | 0.04% | 297 |
|