LFA
Legacy Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
2,853
-117
| -4% | -$9.28K | 0.04% | 318 |
|
|
2025
Q1 | $209K | Buy |
2,970
+109
| +4% | +$7.65K | 0.03% | 345 |
|
|
2024
Q4 | $207K | Sell |
2,861
-1,450
| -34% | -$105K | 0.03% | 329 |
|
|
2024
Q3 | $369K | Buy |
4,311
+569
| +15% | +$48.7K | 0.06% | 243 |
|
|
2024
Q2 | $295K | Sell |
3,742
-80
| -2% | -$6.3K | 0.05% | 257 |
|
|
2024
Q1 | $337K | Sell |
3,822
-215
| -5% | -$19K | 0.06% | 230 |
|
|
2023
Q4 | $319K | Buy |
4,037
+503
| +14% | +$39.8K | 0.06% | 224 |
|
|
2023
Q3 | $263K | Sell |
3,534
-455
| -11% | -$33.9K | 0.05% | 214 |
|
|
2023
Q2 | $322K | Buy |
3,989
+265
| +7% | +$21.4K | 0.06% | 192 |
|
|
2023
Q1 | $287K | Buy |
3,724
+290
| +8% | +$22.3K | 0.06% | 190 |
|
|
2022
Q4 | $256K | Buy |
+3,434
| New | +$256K | 0.06% | 200 |
|
|
2022
Q2 | – | Sell |
-2,527
| Closed | -$209K | – | 229 |
|
|
2022
Q1 | $209K | Buy |
+2,527
| New | +$209K | 0.05% | 228 |
|
|
2019
Q2 | – | Sell |
-67
| Closed | -$14K | – | 289 |
|
|
2019
Q1 | $14K | Buy |
67
+6
| +10% | +$1.25K | ﹤0.01% | 535 |
|
|
2018
Q4 | $11K | Buy |
61
+48
| +369% | +$8.66K | ﹤0.01% | 532 |
|
|
2018
Q3 | $2K | Sell |
13
-21
| -62% | -$3.23K | ﹤0.01% | 800 |
|
|
2018
Q2 | $6K | Buy |
34
+13
| +62% | +$2.29K | ﹤0.01% | 646 |
|
|
2018
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 707 |
|
|
2017
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 692 |
|