Lido Advisors’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
3,734
-2,681
| -42% | -$213K | ﹤0.01% | 1212 |
|
|
2025
Q1 | $451K | Sell |
6,415
-3,102
| -33% | -$218K | ﹤0.01% | 980 |
|
|
2024
Q4 | $690K | Buy |
9,517
+580
| +6% | +$42.1K | ﹤0.01% | 831 |
|
|
2024
Q3 | $765K | Sell |
8,937
-1,624
| -15% | -$139K | ﹤0.01% | 740 |
|
|
2024
Q2 | $833K | Buy |
10,561
+459
| +5% | +$36.2K | ﹤0.01% | 672 |
|
|
2024
Q1 | $892K | Sell |
10,102
-59
| -0.6% | -$5.21K | 0.01% | 635 |
|
|
2023
Q4 | $805K | Sell |
10,161
-170
| -2% | -$13.5K | 0.01% | 634 |
|
|
2023
Q3 | $769K | Buy |
10,331
+1,196
| +13% | +$89K | 0.01% | 556 |
|
|
2023
Q2 | $738K | Buy |
9,135
+918
| +11% | +$74.1K | 0.01% | 559 |
|
|
2023
Q1 | $632K | Buy |
8,217
+34
| +0.4% | +$2.62K | 0.01% | 543 |
|
|
2022
Q4 | $610K | Sell |
8,183
-40
| -0.5% | -$2.98K | 0.01% | 475 |
|
|
2022
Q3 | $548K | Sell |
8,223
-17
| -0.2% | -$1.13K | 0.01% | 467 |
|
|
2022
Q2 | $575K | Buy |
8,240
+6
| +0.1% | +$419 | 0.01% | 434 |
|
|
2022
Q1 | $679K | Buy |
8,234
+1,873
| +29% | +$154K | 0.01% | 444 |
|
|
2021
Q4 | $457K | Buy |
+6,361
| New | +$457K | 0.01% | 565 |
|