Steward Partners Investment Advisory’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $856K | Buy |
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|
2025
Q2 | $847K | Sell |
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|
2025
Q1 | $761K | Buy |
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|
2024
Q4 | $712K | Sell |
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|
2024
Q3 | $953K | Sell |
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|
2024
Q2 | $947K | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $837K | Buy |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $659K | Sell |
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|
2023
Q1 | $629K | Buy |
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|
2022
Q4 | $591K | Sell |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $754K | Sell |
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|
2021
Q4 | $681K | Buy |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | $441K | Sell |
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|
2021
Q1 | $651K | Buy |
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|
2020
Q4 | $571K | Sell |
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|
2020
Q3 | $511K | Buy |
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|
2020
Q2 | $425K | Buy |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $323K | Buy |
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|
2019
Q3 | $282K | Hold |
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|
2019
Q2 | $297K | Buy |
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|
2019
Q1 | $261K | Hold |
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|
2018
Q4 | $224K | Buy |
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|
2018
Q3 | $198K | Hold |
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|
2018
Q2 | $171K | Sell |
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|
2018
Q1 | $167K | Buy |
|