LFS
Legacy Financial Strategies’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Sell |
10,192
-34
| -0.3% | -$2.7K | 0.16% | 64 |
|
|
2025
Q1 | $718K | Sell |
10,226
-1
| -0% | -$70 | 0.16% | 60 |
|
|
2024
Q4 | $754K | Buy |
10,227
+1
| +0% | +$74 | 0.16% | 60 |
|
|
2024
Q3 | $875K | Hold |
10,226
| – | – | 0.19% | 55 |
|
|
2024
Q2 | $825K | Hold |
10,226
| – | – | 0.2% | 53 |
|
|
2024
Q1 | $902K | Hold |
10,226
| – | – | 0.23% | 48 |
|
|
2023
Q4 | $808K | Sell |
10,226
-291
| -3% | -$23K | 0.23% | 48 |
|
|
2023
Q3 | $776K | Hold |
10,517
| – | – | 0.25% | 45 |
|
|
2023
Q2 | $849K | Hold |
10,517
| – | – | 0.28% | 45 |
|
|
2023
Q1 | $809K | Hold |
10,517
| – | – | 0.3% | 44 |
|
|
2022
Q4 | $784K | Hold |
10,517
| – | – | 0.32% | 44 |
|
|
2022
Q3 | $702K | Sell |
10,517
-57
| -0.5% | -$3.81K | 0.33% | 44 |
|
|
2022
Q2 | $738K | Buy |
10,574
+57
| +0.5% | +$3.98K | 0.36% | 41 |
|
|
2022
Q1 | $868K | Hold |
10,517
| – | – | 0.37% | 44 |
|
|
2021
Q4 | $757K | Buy |
+10,517
| New | +$757K | 0.33% | 43 |
|