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Kestra Advisory Services, LLC → CP
Kestra Advisory Services, LLC CP Position History
Canadian Pacific Kansas City Limited • Industrials
Quarters held
10
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $1.5M |
| Q4 2025 | $2.4M |
| Q4 2025 | $1.7M |
| Q1 2026 | $3M |
| Q1 2026 | $2.2M |
| Q2 2026 | $3.4M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3.7M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 34.9K | — | — |
| Q3 2026 | $3.7M | 42.9K | — | — |
| Q2 2026 | $3.3M | 28.1K | — | — |
| Q2 2026 | $3.4M | 39.7K | — | — |
| Q1 2026 | $2.2M | 22.6K | — | — |
| Q1 2026 | $3M | 38.1K | — | — |
| Q4 2025 | $1.7M | 16.3K | — | — |
| Q4 2025 | $2.4M | 33.0K | — | — |
| Q3 2025 | $1.5M | 14.7K | — | — |
| Q3 2025 | $1.1M | 14.6K | — | — |