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 |
|