Addison Advisors’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
4,701
-445
-9% -$32.7K 0.09% 160
2025
Q1
$308K Buy
5,146
+2,194
+74% +$132K 0.08% 151
2024
Q4
$157K Sell
2,952
-2,018
-41% -$107K 0.04% 238
2024
Q3
$314K Buy
4,970
+2,552
+106% +$161K 0.09% 157
2024
Q2
$133K Sell
2,418
-1,953
-45% -$107K 0.04% 258
2024
Q1
$264K Sell
4,371
-61
-1% -$3.68K 0.09% 151
2023
Q4
$286K Buy
4,432
+1,060
+31% +$68.5K 0.11% 132
2023
Q3
$203K Buy
3,372
+79
+2% +$4.76K 0.09% 151
2023
Q2
$204K Sell
3,293
-772
-19% -$47.9K 0.1% 148
2023
Q1
$243K Buy
4,065
+12
+0.3% +$719 0.14% 119
2022
Q4
$262K Buy
4,053
+779
+24% +$50.4K 0.16% 108
2022
Q3
$201K Buy
3,274
+1,464
+81% +$89.9K 0.12% 118
2022
Q2
$119K Sell
1,810
-1,149
-39% -$75.5K 0.07% 172
2022
Q1
$235K Buy
2,959
+1,174
+66% +$93.2K 0.13% 119
2021
Q4
$137K Buy
+1,785
New +$137K 0.08% 153