IFG Advisory’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 | $289K | Sell |
3,650
-211
| -5% | -$16.7K | 0.01% | 617 |
|
|
2025
Q1 | $271K | Sell |
3,861
-613
| -14% | -$43K | 0.02% | 587 |
|
|
2024
Q4 | $324K | Buy |
+4,474
| New | +$324K | 0.02% | 523 |
|
|
2024
Q3 | – | Sell |
-4,473
| Closed | -$352K | – | 426 |
|
|
2024
Q2 | $352K | Buy |
+4,473
| New | +$352K | 0.02% | 472 |
|
|
2024
Q1 | – | Sell |
-4,476
| Closed | -$354K | – | 409 |
|
|
2023
Q4 | $354K | Sell |
4,476
-3,321
| -43% | -$263K | 0.03% | 439 |
|
|
2023
Q3 | $580K | Buy |
+7,797
| New | +$580K | 0.05% | 318 |
|
|
2023
Q2 | – | Sell |
-8,030
| Closed | -$618K | – | 349 |
|
|
2023
Q1 | $618K | Buy |
8,030
+1,028
| +15% | +$79.1K | 0.06% | 280 |
|
|
2022
Q4 | $522K | Buy |
7,002
+2,526
| +56% | +$188K | 0.05% | 299 |
|
|
2022
Q3 | $298K | Buy |
4,476
+182
| +4% | +$12.1K | 0.03% | 413 |
|
|
2022
Q2 | $299K | Buy |
4,294
+868
| +25% | +$60.4K | 0.03% | 379 |
|
|
2022
Q1 | $282K | Hold |
3,426
| – | – | 0.03% | 414 |
|
|
2021
Q4 | $246K | Buy |
+3,426
| New | +$246K | 0.02% | 437 |
|