Financial Advocates Investment Management’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 | $206K | Sell |
2,600
-2,605
| -50% | -$206K | 0.02% | 578 |
|
|
2025
Q1 | $365K | Sell |
5,205
-3,835
| -42% | -$269K | 0.03% | 504 |
|
|
2024
Q4 | $654K | Sell |
9,040
-1,604
| -15% | -$116K | 0.04% | 387 |
|
|
2024
Q3 | $911K | Buy |
10,644
+23
| +0.2% | +$1.97K | 0.05% | 324 |
|
|
2024
Q2 | $836K | Sell |
10,621
-1,235
| -10% | -$97.2K | 0.05% | 331 |
|
|
2024
Q1 | $1.05M | Buy |
11,856
+801
| +7% | +$70.7K | 0.06% | 299 |
|
|
2023
Q4 | $878K | Buy |
11,055
+241
| +2% | +$19.1K | 0.06% | 314 |
|
|
2023
Q3 | $807K | Buy |
10,814
+1,808
| +20% | +$135K | 0.06% | 308 |
|
|
2023
Q2 | $728K | Buy |
9,006
+106
| +1% | +$8.57K | 0.05% | 321 |
|
|
2023
Q1 | $685K | Sell |
8,900
-215
| -2% | -$16.5K | 0.05% | 354 |
|
|
2022
Q4 | $680K | Buy |
+9,115
| New | +$680K | 0.05% | 368 |
|
|
2022
Q3 | – | Sell |
-9,453
| Closed | -$660K | – | 758 |
|
|
2022
Q2 | $660K | Buy |
+9,453
| New | +$660K | 0.05% | 338 |
|