IFP Advisors’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28K | Sell |
48
-58
| -55% | -$6.38K | ﹤0.01% | 3341 |
|
|
2025
Q1 | $9.8K | Buy |
106
+28
| +36% | +$2.59K | ﹤0.01% | 2585 |
|
|
2024
Q4 | $6.86K | Buy |
78
+30
| +63% | +$2.64K | ﹤0.01% | 2681 |
|
|
2024
Q3 | $4.5K | Hold |
48
| – | – | ﹤0.01% | 2699 |
|
|
2024
Q2 | $4.57K | Buy |
48
+41
| +586% | +$3.9K | ﹤0.01% | 2590 |
|
|
2024
Q1 | $687 | Hold |
7
| – | – | ﹤0.01% | 2932 |
|
|
2023
Q4 | $700 | Sell |
7
-3,396
| -100% | -$340K | ﹤0.01% | 2846 |
|
|
2023
Q3 | $303K | Buy |
3,403
+3,337
| +5,056% | +$297K | 0.01% | 772 |
|
|
2023
Q2 | $7.3K | Hold |
66
| – | – | ﹤0.01% | 2401 |
|
|
2023
Q1 | $8.8K | Sell |
66
-259
| -80% | -$34.5K | ﹤0.01% | 2346 |
|
|
2022
Q4 | $53K | Buy |
325
+35
| +12% | +$5.71K | ﹤0.01% | 2197 |
|
|
2022
Q3 | $48K | Buy |
290
+68
| +31% | +$11.3K | ﹤0.01% | 2392 |
|
|
2022
Q2 | $29K | Hold |
222
| – | – | ﹤0.01% | 2544 |
|
|
2022
Q1 | $29K | Buy |
+222
| New | +$29K | ﹤0.01% | 2544 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3551 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3274 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3198 |
|
|
2020
Q4 | – | Sell |
-120
| Closed | -$6K | – | 3114 |
|
|
2020
Q3 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 2075 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2866 |
|
|
2020
Q1 | – | Sell |
-112
| Closed | -$12K | – | 2869 |
|
|
2019
Q4 | $12K | Buy |
112
+12
| +12% | +$1.29K | ﹤0.01% | 1830 |
|
|
2019
Q3 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 2062 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$1K | – | 3524 |
|
|
2018
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 3619 |
|
|
2018
Q2 | – | Sell |
-84
| Closed | -$11K | – | 3849 |
|
|
2018
Q1 | $11K | Hold |
84
| – | – | ﹤0.01% | 2719 |
|
|
2017
Q4 | $11K | Sell |
84
-108
| -56% | -$14.1K | ﹤0.01% | 2715 |
|
|
2017
Q3 | $24K | Sell |
192
-360
| -65% | -$45K | ﹤0.01% | 2446 |
|
|
2017
Q2 | $65K | Buy |
552
+435
| +372% | +$51.2K | ﹤0.01% | 1772 |
|
|
2017
Q1 | $13K | Buy |
117
+17
| +17% | +$1.89K | ﹤0.01% | 2731 |
|
|
2016
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 2936 |
|
|
2016
Q3 | – | Sell |
-142
| Closed | -$7K | – | 3902 |
|
|
2016
Q2 | $7K | Buy |
+142
| New | +$7K | ﹤0.01% | 2920 |
|
|
2016
Q1 | – | Sell |
-95
| Closed | -$5K | – | 2549 |
|
|
2015
Q4 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 2927 |
|