LPL Financial’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 | $2.52M | Buy |
22,882
+17,156
| +300% | +$1.89M | ﹤0.01% | 2898 |
|
2025
Q1 | $529K | Buy |
5,726
+2,522
| +79% | +$233K | ﹤0.01% | 4061 |
|
2024
Q4 | $282K | Buy |
3,204
+132
| +4% | +$11.6K | ﹤0.01% | 4487 |
|
2024
Q3 | $288K | Buy |
3,072
+360
| +13% | +$33.8K | ﹤0.01% | 4380 |
|
2024
Q2 | $258K | Sell |
2,712
-1,433
| -35% | -$136K | ﹤0.01% | 4296 |
|
2024
Q1 | $432K | Buy |
4,145
+1,331
| +47% | +$139K | ﹤0.01% | 3848 |
|
2023
Q4 | $299K | Buy |
2,814
+482
| +21% | +$51.2K | ﹤0.01% | 4031 |
|
2023
Q3 | $208K | Sell |
2,332
-2,752
| -54% | -$245K | ﹤0.01% | 4151 |
|
2023
Q2 | $562K | Buy |
+5,084
| New | +$562K | ﹤0.01% | 3314 |
|
2016
Q2 | – | Sell |
-6,528
| Closed | -$431K | – | 2680 |
|
2016
Q1 | $431K | Buy |
+6,528
| New | +$431K | ﹤0.01% | 2250 |
|
2015
Q3 | – | Sell |
-2,723
| Closed | -$224K | – | 2801 |
|
2015
Q2 | $224K | Buy |
+2,723
| New | +$224K | ﹤0.01% | 2545 |
|