OFA
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Oak Family Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Oak Family Advisors’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.91M Sell
61,986
-130
-0.2% -$10.3K 1.55% 23
2025
Q1 		$4.36M Buy
62,116
+58,495
+1,615% +$4.11M 1.47% 24
2024
Q4 		$262K Buy
+3,621
New +$262K 0.1% 87