IFP 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
$682K Sell
8,606
-846
-9% -$67.1K 0.02% 718
2025
Q1
$664K Buy
9,452
+1,221
+15% +$85.7K 0.02% 681
2024
Q4
$596K Sell
8,231
-668
-8% -$48.3K 0.02% 675
2024
Q3
$761K Sell
8,899
-5,043
-36% -$431K 0.03% 548
2024
Q2
$1.1M Sell
13,942
-8,457
-38% -$666K 0.04% 418
2024
Q1
$1.97M Sell
22,399
-1,268
-5% -$112K 0.09% 252
2023
Q4
$1.87M Sell
23,667
-1,476
-6% -$117K 0.09% 250
2023
Q3
$1.87M Sell
25,143
-3,537
-12% -$263K 0.08% 248
2023
Q2
$2.29M Buy
28,680
+14,426
+101% +$1.15M 0.1% 231
2023
Q1
$2.74M Sell
14,254
-1,354
-9% -$260K 0.12% 178
2022
Q4
$3.01M Sell
15,608
-2,385
-13% -$459K 0.08% 256
2022
Q3
$3.46M Buy
17,993
+4,347
+32% +$836K 0.09% 242
2022
Q2
$2.62M Hold
13,646
0.08% 275
2022
Q1
$2.62M Buy
13,646
+9,693
+245% +$1.86M 0.08% 275
2021
Q4
$284K Buy
3,953
+1,368
+53% +$98.3K 0.01% 793
2021
Q3
$166K Buy
2,585
+22
+0.9% +$1.41K ﹤0.01% 1024
2021
Q2
$197K Sell
2,563
-7
-0.3% -$538 ﹤0.01% 915
2021
Q1
$194K Sell
2,570
-1,620
-39% -$122K ﹤0.01% 850
2020
Q4
$288K Buy
4,190
+75
+2% +$5.16K 0.01% 673
2020
Q3
$249K Buy
4,115
+240
+6% +$14.5K 0.01% 630
2020
Q2
$197K Sell
3,875
-140
-3% -$7.12K 0.02% 669
2020
Q1
$174K Sell
4,015
-2,175
-35% -$94.3K 0.02% 616
2019
Q4
$322K Sell
6,190
-375
-6% -$19.5K 0.02% 530
2019
Q3
$286K Buy
+6,565
New +$286K 0.02% 647
2019
Q1
Sell
-5,320
Closed -$188K 2536
2018
Q4
$188K Sell
5,320
-1,260
-19% -$44.5K 0.01% 889
2018
Q3
$279K Buy
6,580
+45
+0.7% +$1.91K 0.01% 907
2018
Q2
$239K Sell
6,535
-1,340
-17% -$49K 0.01% 971
2018
Q1
$288K Hold
7,875
0.01% 842
2017
Q4
$288K Sell
7,875
-45
-0.6% -$1.65K 0.01% 841
2017
Q3
$266K Sell
7,920
-630
-7% -$21.2K 0.01% 976
2017
Q2
$275K Buy
8,550
+2,165
+34% +$69.6K 0.01% 947
2017
Q1
$188K Sell
6,385
-170
-3% -$5.01K 0.01% 1145
2016
Q4
$187K Sell
6,555
-1,510
-19% -$43.1K 0.01% 1087
2016
Q3
$246K Buy
8,065
+1,545
+24% +$47.1K 0.01% 896
2016
Q2
$168K Buy
+6,520
New +$168K 0.01% 1063
2016
Q1
Sell
-5,275
Closed -$135K 2548
2015
Q4
$135K Buy
+5,275
New +$135K 0.01% 1013