Legend Financial Advisors’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Buy |
7,741
+19
| +0.2% | +$2.09K | 0.57% | 26 |
|
|
2025
Q1 | $714K | Buy |
7,722
+30
| +0.4% | +$2.77K | 0.52% | 25 |
|
|
2024
Q4 | $676K | Buy |
7,692
+406
| +6% | +$35.7K | 0.48% | 26 |
|
|
2024
Q3 | $684K | Buy |
7,286
+943
| +15% | +$88.5K | 0.47% | 27 |
|
|
2024
Q2 | $604K | Buy |
6,343
+98
| +2% | +$9.33K | 0.43% | 31 |
|
|
2024
Q1 | $650K | Buy |
6,245
+65
| +1% | +$6.77K | 0.47% | 30 |
|
|
2023
Q4 | $657K | Buy |
6,180
+46
| +0.7% | +$4.89K | 0.53% | 25 |
|
|
2023
Q3 | $547K | Buy |
6,134
+32
| +0.5% | +$2.85K | 0.47% | 31 |
|
|
2023
Q2 | $675K | Sell |
6,102
-796
| -12% | -$88K | 0.56% | 22 |
|
|
2023
Q1 | $637K | Buy |
6,898
+194
| +3% | +$17.9K | 0.54% | 20 |
|
|
2022
Q4 | $558K | Buy |
+6,704
| New | +$558K | 0.49% | 23 |
|