Nations Financial Group’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 | $204K | Sell |
2,574
-500
| -16% | -$39.6K | 0.01% | 644 |
|
|
2025
Q1 | $216K | Hold |
3,074
| – | – | 0.02% | 595 |
|
|
2024
Q4 | $222K | Sell |
3,074
-680
| -18% | -$49.2K | 0.02% | 620 |
|
|
2024
Q3 | $321K | Buy |
3,754
+1,011
| +37% | +$86.5K | 0.02% | 552 |
|
|
2024
Q2 | $216K | Sell |
2,743
-30
| -1% | -$2.36K | 0.02% | 596 |
|
|
2024
Q1 | $244K | Hold |
2,773
| – | – | 0.02% | 563 |
|
|
2023
Q4 | $219K | Sell |
2,773
-454
| -14% | -$35.9K | 0.02% | 577 |
|
|
2023
Q3 | $240K | Sell |
3,227
-30
| -0.9% | -$2.23K | 0.02% | 542 |
|
|
2023
Q2 | $263K | Sell |
3,257
-576
| -15% | -$46.5K | 0.03% | 535 |
|
|
2023
Q1 | $295K | Sell |
3,833
-120
| -3% | -$9.23K | 0.03% | 490 |
|
|
2022
Q4 | $295K | Buy |
+3,953
| New | +$295K | 0.03% | 473 |
|
|
2022
Q1 | – | Sell |
-4,077
| Closed | -$293K | – | 531 |
|
|
2021
Q4 | $293K | Sell |
4,077
-22
| -0.5% | -$1.58K | 0.04% | 390 |
|
|
2021
Q3 | $267K | Buy |
+4,099
| New | +$267K | 0.04% | 383 |
|