IFP Advisors’s CrossAmerica Partners CAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22K | Hold |
249
| – | – | ﹤0.01% | 3351 |
|
|
2025
Q1 | $6.13K | Hold |
249
| – | – | ﹤0.01% | 2750 |
|
|
2024
Q4 | $5.49K | Hold |
249
| – | – | ﹤0.01% | 2758 |
|
|
2024
Q3 | $5.17K | Hold |
249
| – | – | ﹤0.01% | 2660 |
|
|
2024
Q2 | $4.95K | Hold |
249
| – | – | ﹤0.01% | 2562 |
|
|
2024
Q1 | $5.69K | Hold |
249
| – | – | ﹤0.01% | 2421 |
|
|
2023
Q4 | $5.69K | Hold |
249
| – | – | ﹤0.01% | 2379 |
|
|
2023
Q3 | $5.41K | Hold |
249
| – | – | ﹤0.01% | 2473 |
|
|
2023
Q2 | $4.92K | Hold |
249
| – | – | ﹤0.01% | 2551 |
|
|
2023
Q1 | $4.32K | Hold |
249
| – | – | ﹤0.01% | 2629 |
|
|
2022
Q4 | $4K | Hold |
249
| – | – | ﹤0.01% | 3865 |
|
|
2022
Q3 | $4K | Hold |
249
| – | – | ﹤0.01% | 4101 |
|
|
2022
Q2 | $4K | Hold |
249
| – | – | ﹤0.01% | 3865 |
|
|
2022
Q1 | $4K | Hold |
249
| – | – | ﹤0.01% | 3865 |
|
|
2021
Q4 | $5K | Hold |
249
| – | – | ﹤0.01% | 2425 |
|
|
2021
Q3 | $5K | Hold |
249
| – | – | ﹤0.01% | 2478 |
|
|
2021
Q2 | $5K | Hold |
249
| – | – | ﹤0.01% | 2438 |
|
|
2021
Q1 | $5K | Hold |
249
| – | – | ﹤0.01% | 2380 |
|
|
2020
Q4 | $4K | Hold |
249
| – | – | ﹤0.01% | 2379 |
|
|
2020
Q3 | $4K | Hold |
249
| – | – | ﹤0.01% | 2234 |
|
|
2020
Q2 | $3K | Buy |
249
+9
| +4% | +$108 | ﹤0.01% | 2223 |
|
|
2020
Q1 | $3K | Buy |
240
+6
| +3% | +$75 | ﹤0.01% | 2194 |
|
|
2019
Q4 | $4K | Buy |
234
+7
| +3% | +$120 | ﹤0.01% | 2243 |
|
|
2019
Q3 | $4K | Buy |
+227
| New | +$4K | ﹤0.01% | 2402 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$3K | – | 3787 |
|
|
2018
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 3405 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 3140 |
|
|
2017
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 3137 |
|
|
2017
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 3329 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 3341 |
|
|
2017
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3235 |
|