Kestra Advisory Services’s Canadian Imperial Bank of Commerce CM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Buy
5,920
+1,045
+21% +$74K ﹤0.01% 2085
2025
Q1
$274K Sell
4,875
-5,485
-53% -$309K ﹤0.01% 2231
2024
Q4
$655K Sell
10,360
-3
-0% -$190 ﹤0.01% 1680
2024
Q3
$636K Sell
10,363
-7
-0.1% -$429 ﹤0.01% 1608
2024
Q2
$493K Sell
10,370
-787
-7% -$37.4K ﹤0.01% 1779
2024
Q1
$566K Sell
11,157
-355
-3% -$18K ﹤0.01% 1585
2023
Q4
$554K Sell
11,512
-1,894
-14% -$91.2K ﹤0.01% 1461
2023
Q3
$518K Sell
13,406
-550
-4% -$21.2K 0.01% 1350
2023
Q2
$596K Buy
13,956
+8,635
+162% +$369K 0.01% 1239
2023
Q1
$226K Sell
5,321
-3,645
-41% -$155K ﹤0.01% 1756
2022
Q4
$363K Sell
8,966
-3,720
-29% -$150K ﹤0.01% 1608
2022
Q3
$555K Sell
12,686
-76
-0.6% -$3.33K 0.01% 1263
2022
Q2
$619K Buy
12,762
+154
+1% +$7.47K 0.01% 1196
2022
Q1
$767K Sell
12,608
-2,702
-18% -$164K 0.01% 1064
2021
Q4
$892K Buy
15,310
+3,614
+31% +$211K 0.01% 1037
2021
Q3
$651K Sell
11,696
-952
-8% -$53K 0.01% 1246
2021
Q2
$720K Sell
12,648
-6,242
-33% -$355K 0.01% 1097
2021
Q1
$924K Buy
18,890
+1,844
+11% +$90.2K 0.01% 908
2020
Q4
$728K Buy
17,046
+16,774
+6,167% +$716K 0.01% 1019
2020
Q3
$652K Buy
+272
New +$652K 0.01% 771