IFP Advisors’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.3K | Hold |
161
| – | – | ﹤0.01% | 2767 |
|
|
2025
Q4 | $20.1K | Hold |
161
| – | – | ﹤0.01% | 2725 |
|
|
2025
Q3 | $21.7K | Buy |
161
+33
| +26% | +$4.1K | ﹤0.01% | 2535 |
|
|
2025
Q2 | $15.4K | Buy |
128
+10
| +8% | +$1.26K | ﹤0.01% | 2684 |
|
|
2025
Q1 | $16.4K | Buy |
118
+20
| +20% | +$2.48K | ﹤0.01% | 2376 |
|
|
2024
Q4 | $13.1K | Sell |
98
-5
| -5% | -$619 | ﹤0.01% | 2434 |
|
|
2024
Q3 | $12.8K | Hold |
103
| – | – | ﹤0.01% | 2328 |
|
|
2024
Q2 | $10.9K | Hold |
103
| – | – | ﹤0.01% | 2312 |
|
|
2024
Q1 | $11.1K | Sell |
103
-30
| -23% | -$3.1K | ﹤0.01% | 2193 |
|
|
2023
Q4 | $14K | Buy |
133
+15
| +13% | +$1.43K | ﹤0.01% | 2059 |
|
|
2023
Q3 | $11.5K | Hold |
118
| – | – | ﹤0.01% | 2195 |
|
|
2023
Q2 | $14K | Hold |
118
| – | – | ﹤0.01% | 2174 |
|
|
2023
Q1 | $9.35K | Sell |
118
-100
| -46% | -$12.4K | ﹤0.01% | 2320 |
|
|
2022
Q4 | $25K | Sell |
218
-87
| -29% | -$10.2K | ﹤0.01% | 2710 |
|
|
2022
Q3 | $30K | Hold |
305
| – | – | ﹤0.01% | 2758 |
|
|
2022
Q2 | $30K | Hold |
305
| – | – | ﹤0.01% | 2519 |
|
|
2022
Q1 | $30K | Buy |
305
+180
| +144% | +$24.2K | ﹤0.01% | 2519 |
|
|
2021
Q4 | $18K | Sell |
125
-17
| -12% | -$2.26K | ﹤0.01% | 1988 |
|
|
2021
Q3 | $17K | Buy |
142
+6
| +4% | +$752 | ﹤0.01% | 2043 |
|
|
2021
Q2 | $16K | Buy |
136
+103
| +312% | +$12.2K | ﹤0.01% | 2026 |
|
|
2021
Q1 | $4K | Sell |
33
-67
| -67% | -$7.23K | ﹤0.01% | 2468 |
|
|
2020
Q4 | $11K | Sell |
100
-2
| -2% | -$200 | ﹤0.01% | 2025 |
|
|
2020
Q3 | $9K | Hold |
102
| – | – | ﹤0.01% | 1937 |
|
|
2020
Q2 | $9K | Sell |
102
-9
| -8% | -$782 | ﹤0.01% | 1858 |
|
|
2020
Q1 | $10K | Sell |
111
-24
| -18% | -$2.23K | ﹤0.01% | 1756 |
|
|
2019
Q4 | $12K | Buy |
135
+98
| +265% | +$9.11K | ﹤0.01% | 1834 |
|
|
2019
Q3 | $3K | Buy |
+37
| New | +$3.46K | ﹤0.01% | 2520 |
|
|
2019
Q1 | – | Sell |
-2,688
| Closed | -$214K | – | 2548 |
|
|
2018
Q4 | $214K | Hold |
2,688
| – | – | 0.01% | 836 |
|
|
2018
Q3 | $226K | Sell |
2,688
-3
| -0.1% | -$255 | 0.01% | 1010 |
|
|
2018
Q2 | $215K | Sell |
2,691
-55
| -2% | -$4.2K | 0.01% | 1025 |
|
|
2018
Q1 | $216K | Hold |
2,746
| – | – | 0.01% | 953 |
|
|
2017
Q4 | $216K | Sell |
2,746
-300
| -10% | -$24.2K | 0.01% | 955 |
|
|
2017
Q3 | $238K | Sell |
3,046
-5
| -0.2% | -$392 | 0.01% | 1040 |
|
|
2017
Q2 | $229K | Hold |
3,051
| – | – | 0.01% | 1046 |
|
|
2017
Q1 | $211K | Sell |
3,051
-5
| -0.2% | -$333 | 0.01% | 1088 |
|
|
2016
Q4 | $205K | Buy |
3,056
+27
| +0.9% | +$1.72K | 0.01% | 1039 |
|
|
2016
Q3 | $185K | Hold |
3,029
| – | – | 0.01% | 1034 |
|
|
2016
Q2 | $200K | Buy |
+3,029
| New | +$182K | 0.01% | 968 |
|
|
2016
Q1 | – | Sell |
-2,921
| Closed | -$166K | – | 2549 |
|
|
2015
Q4 | $166K | Buy |
+2,921
| New | +$157K | 0.01% | 918 |
|
Other funds holding CPK
VCM
VPM
