Peak Financial Advisors’s Corpay CPAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
+7,588
| New | +$2.52M | 1.29% | 23 |
|
|
2024
Q3 | – | Sell |
-10,667
| Closed | -$2.84M | – | 93 |
|
|
2024
Q2 | $2.84M | Buy |
10,667
+558
| +6% | +$149K | 1.63% | 22 |
|
|
2024
Q1 | $3.12M | Buy |
10,109
+885
| +10% | +$273K | 1.9% | 14 |
|
|
2023
Q4 | $2.61M | Buy |
+9,224
| New | +$2.61M | 1.74% | 19 |
|