Summit Financial’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 | $566K | Buy |
7,134
+420
| +6% | +$33.3K | 0.01% | 551 |
|
|
2025
Q1 | $471K | Buy |
6,714
+1,200
| +22% | +$84.3K | 0.01% | 527 |
|
|
2024
Q4 | $399K | Buy |
5,514
+462
| +9% | +$33.4K | 0.01% | 484 |
|
|
2024
Q3 | $432K | Buy |
5,052
+470
| +10% | +$40.2K | 0.02% | 395 |
|
|
2024
Q2 | $361K | Buy |
+4,582
| New | +$361K | 0.02% | 382 |
|