Prospera Financial Services’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 | $12.7M | Buy |
159,694
+154,513
| +2,982% | +$12.2M | 0.24% | 95 |
|
|
2025
Q1 | $364K | Sell |
5,181
-1,437
| -22% | -$101K | 0.01% | 908 |
|
|
2024
Q4 | $479K | Buy |
6,618
+1,715
| +35% | +$124K | 0.01% | 756 |
|
|
2024
Q3 | $420K | Buy |
4,903
+190
| +4% | +$16.3K | 0.01% | 780 |
|
|
2024
Q2 | $371K | Buy |
4,713
+249
| +6% | +$19.6K | 0.01% | 828 |
|
|
2024
Q1 | $394K | Buy |
4,464
+76
| +2% | +$6.71K | 0.01% | 791 |
|
|
2023
Q4 | $347K | Sell |
4,388
-80
| -2% | -$6.33K | 0.01% | 788 |
|
|
2023
Q3 | $333K | Sell |
4,468
-1,139
| -20% | -$84.8K | 0.01% | 765 |
|
|
2023
Q2 | $453K | Buy |
5,607
+310
| +6% | +$25K | 0.02% | 647 |
|
|
2023
Q1 | $408K | Buy |
5,297
+1,400
| +36% | +$108K | 0.02% | 678 |
|
|
2022
Q4 | $291K | Buy |
3,897
+43
| +1% | +$3.21K | 0.01% | 722 |
|
|
2022
Q3 | $257K | Buy |
3,854
+1,019
| +36% | +$68K | 0.01% | 700 |
|
|
2022
Q2 | $198K | Sell |
2,835
-26
| -0.9% | -$1.82K | 0.01% | 741 |
|
|
2022
Q1 | $236K | Buy |
+2,861
| New | +$236K | 0.01% | 829 |
|
|
2020
Q4 | – | Sell |
-525
| Closed | -$32K | – | 840 |
|
|
2020
Q3 | $32K | Buy |
+525
| New | +$32K | 0.01% | 763 |
|