Allworth Financial’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 | $231K | Buy |
3,151
+509
| +19% | +$37.4K | ﹤0.01% | 1112 |
|
|
2025
Q1 | $164K | Sell |
2,642
-2,250
| -46% | -$140K | ﹤0.01% | 1013 |
|
|
2024
Q4 | $278K | Sell |
4,892
-110
| -2% | -$6.26K | ﹤0.01% | 840 |
|
|
2024
Q3 | $316K | Sell |
5,002
-631
| -11% | -$39.9K | ﹤0.01% | 694 |
|
|
2024
Q2 | $326K | Sell |
5,633
-2,725
| -33% | -$158K | ﹤0.01% | 669 |
|
|
2024
Q1 | $505K | Sell |
8,358
-1,143
| -12% | -$69K | ﹤0.01% | 544 |
|
|
2023
Q4 | $614K | Sell |
9,501
-614
| -6% | -$39.7K | ﹤0.01% | 478 |
|
|
2023
Q3 | $610K | Sell |
10,115
-268
| -3% | -$16.2K | 0.01% | 443 |
|
|
2023
Q2 | $644K | Buy |
10,383
+84
| +0.8% | +$5.21K | 0.01% | 445 |
|
|
2023
Q1 | $617K | Buy |
10,299
+215
| +2% | +$12.9K | 0.01% | 421 |
|
|
2022
Q4 | $653K | Sell |
10,084
-1,441
| -13% | -$93.3K | 0.01% | 403 |
|
|
2022
Q3 | $707K | Sell |
11,525
-206
| -2% | -$12.6K | 0.01% | 373 |
|
|
2022
Q2 | $769K | Buy |
11,731
+1,586
| +16% | +$104K | 0.01% | 345 |
|
|
2022
Q1 | $806K | Buy |
10,145
+9,023
| +804% | +$717K | 0.01% | 332 |
|
|
2021
Q4 | $86K | Buy |
1,122
+4
| +0.4% | +$307 | ﹤0.01% | 711 |
|
|
2021
Q3 | $74K | Buy |
1,118
+478
| +75% | +$31.6K | ﹤0.01% | 686 |
|
|
2021
Q2 | $45K | Hold |
640
| – | – | ﹤0.01% | 649 |
|
|
2021
Q1 | $42K | Hold |
640
| – | – | ﹤0.01% | 610 |
|
|
2020
Q4 | $36K | Hold |
640
| – | – | ﹤0.01% | 533 |
|
|
2020
Q3 | $30K | Hold |
640
| – | – | ﹤0.01% | 505 |
|
|
2020
Q2 | $29K | Hold |
640
| – | – | ﹤0.01% | 511 |
|
|
2020
Q1 | $27K | Hold |
640
| – | – | ﹤0.01% | 512 |
|
|
2019
Q4 | $36K | Hold |
640
| – | – | ﹤0.01% | 423 |
|
|
2019
Q3 | $37K | Hold |
640
| – | – | ﹤0.01% | 372 |
|
|
2019
Q2 | $37K | Hold |
640
| – | – | ﹤0.01% | 372 |
|
|
2019
Q1 | $35K | Hold |
640
| – | – | ﹤0.01% | 371 |
|
|
2018
Q4 | $32K | Hold |
640
| – | – | ﹤0.01% | 344 |
|
|
2018
Q3 | $39K | Sell |
640
-112
| -15% | -$6.83K | ﹤0.01% | 327 |
|
|
2018
Q2 | $44K | Buy |
752
+34
| +5% | +$1.99K | ﹤0.01% | 304 |
|
|
2018
Q1 | $41K | Hold |
718
| – | – | ﹤0.01% | 276 |
|
|
2017
Q4 | $42K | Buy |
718
+115
| +19% | +$6.73K | ﹤0.01% | 269 |
|
|
2017
Q3 | $34K | Hold |
603
| – | – | ﹤0.01% | 281 |
|
|
2017
Q2 | $30K | Hold |
603
| – | – | ﹤0.01% | 313 |
|
|
2017
Q1 | $30K | Hold |
603
| – | – | ﹤0.01% | 298 |
|
|
2016
Q4 | $30K | Buy |
603
+192
| +47% | +$9.55K | ﹤0.01% | 268 |
|
|
2016
Q3 | $18K | Buy |
411
+78
| +23% | +$3.42K | ﹤0.01% | 344 |
|
|
2016
Q2 | $14K | Hold |
333
| – | – | ﹤0.01% | 356 |
|
|
2016
Q1 | $14K | Hold |
333
| – | – | ﹤0.01% | 356 |
|
|
2015
Q4 | $13K | Hold |
333
| – | – | ﹤0.01% | 363 |
|
|
2015
Q3 | $13K | Hold |
333
| – | – | ﹤0.01% | 365 |
|
|
2015
Q2 | $14K | Hold |
333
| – | – | 0.01% | 352 |
|
|
2015
Q1 | $14K | Buy |
+333
| New | +$14K | 0.01% | 359 |
|