Steward Partners Investment Advisory’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Buy |
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|
2025
Q2 | $199K | Sell |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $236K | Buy |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $517K | Sell |
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|
2024
Q1 | $627K | Buy |
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|
2023
Q4 | $198K | Buy |
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|
2023
Q3 | $114K | Sell |
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|
2023
Q2 | $141K | Buy |
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|
2023
Q1 | $118K | Sell |
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|
2022
Q4 | $107K | Buy |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $8K | Sell |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $12.3K | Hold |
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|
2020
Q4 | $12K | Sell |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $8K | Buy |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $13K | Sell |
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|
2019
Q2 | $20K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $104K | Buy |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $12K | Buy |
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