JNBA Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.44K	Buy	31 +16	+107%	+$1.26K	﹤0.01%	710
2025 Q4	$1.1K	Hold	15	–	–	﹤0.01%	737
2025 Q3	$1.12K	Hold	15	–	–	﹤0.01%	621
2025 Q2	$1.19K	Hold	15	–	–	﹤0.01%	620
2025 Q1	$1.05K	Hold	15	–	–	﹤0.01%	617
2024 Q4	$1.09K	Hold	15	–	–	﹤0.01%	616
2024 Q3	$1.28K	Hold	15	–	–	﹤0.01%	617
2024 Q2	$1.18K	Hold	15	–	–	﹤0.01%	601
2024 Q1	$1.32K	Hold	15	–	–	﹤0.01%	619
2023 Q4	$1.19K	Hold	15	–	–	﹤0.01%	640
2023 Q3	$1.12K	Hold	15	–	–	﹤0.01%	659
2023 Q2	$1.21K	Buy	+15	New	+$1.18K	﹤0.01%	644
2022 Q3	–	Sell	-209	Closed	-$15K	–	696
2022 Q2	$15K	Hold	209	–	–	﹤0.01%	437
2022 Q1	$17K	Hold	209	–	–	﹤0.01%	429
2021 Q4	$15K	Buy	+209	New	+$15.3K	﹤0.01%	468
2018 Q3	–	Sell	-275	Closed	-$10K	–	531
2018 Q2	$10K	Buy	+275	New	+$10.1K	﹤0.01%	397
2016 Q4	–	Sell	-2,315	Closed	-$71K	–	665
2016 Q3	$71K	Buy	+2,315	New	+$68K	0.01%	438