Stonegate Investment Group’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 | $250K | Buy |
3,156
+152
| +5% | +$12K | 0.01% | 331 |
|
2025
Q1 | $211K | Buy |
3,004
+127
| +4% | +$8.92K | 0.01% | 329 |
|
2024
Q4 | $208K | Sell |
2,877
-291
| -9% | -$21.1K | 0.01% | 331 |
|
2024
Q3 | $271K | Sell |
3,168
-135
| -4% | -$11.5K | 0.01% | 287 |
|
2024
Q2 | $260K | Buy |
3,303
+941
| +40% | +$74.1K | 0.01% | 283 |
|
2024
Q1 | $208K | Buy |
+2,362
| New | +$208K | 0.01% | 305 |
|