CP CANADIAN PAC RY LTD

Ownership history in Concorde Financial Corp  ·  16 quarters on record

This page tracks every 13F SEC filing in which Concorde Financial Corp reported a position in CANADIAN PAC RY LTD (CP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.11% (2024 Q1)
Avg. % of fund
1.88%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 39,259 -398 -1.0% 2.33% $3.0M $73.63
2025 Q3 ADDED 39,657 +5 +0.0% 1.64% $3.0M $74.49
2025 Q2 REDUCED 39,652 -137 -0.3% 1.86% $3.1M $79.09
2025 Q1 ADDED 39,789 +466 +1.2% 1.54% $2.8M $69.91
2024 Q4 ADDED 39,323 +318 +0.8% 1.70% $2.9M $71.92
2024 Q3 REDUCED 39,005 -180 -0.5% 1.97% $3.3M $84.86
2024 Q2 ADDED 39,185 +499 +1.3% 2.03% $3.1M $77.97
2024 Q1 ADDED 38,686 +30 +0.1% 3.11% $3.4M $87.17
2023 Q4 ADDED 38,656 +31,156 +415.4% 2.09% $3.1M $78.04
2023 Q3 REDUCED 7,500 -37,110 -83.2% 0.95% $559K $73.32
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CP price (monthly, adj. close)
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