Allworth Financial’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $292K | Buy |
4,750
+2,106
| +80% | +$129K | ﹤0.01% | 1017 |
|
2025
Q1 | $157K | Sell |
2,644
-2,650
| -50% | -$157K | ﹤0.01% | 1034 |
|
2024
Q4 | $308K | Buy |
5,294
+1,143
| +28% | +$66.4K | ﹤0.01% | 812 |
|
2024
Q3 | $268K | Buy |
4,151
+1,066
| +35% | +$68.9K | ﹤0.01% | 729 |
|
2024
Q2 | $211K | Buy |
3,085
+315
| +11% | +$21.5K | ﹤0.01% | 801 |
|
2024
Q1 | $191K | Buy |
2,770
+1,355
| +96% | +$93.3K | ﹤0.01% | 803 |
|
2023
Q4 | $95.3K | Sell |
1,415
-90
| -6% | -$6.06K | ﹤0.01% | 961 |
|
2023
Q3 | $99K | Buy |
1,505
+376
| +33% | +$24.7K | ﹤0.01% | 882 |
|
2023
Q2 | $65.1K | Sell |
1,129
-32
| -3% | -$1.84K | ﹤0.01% | 1042 |
|
2023
Q1 | $68.6K | Buy |
1,161
+251
| +28% | +$14.8K | ﹤0.01% | 971 |
|
2022
Q4 | $56.5K | Buy |
910
+163
| +22% | +$10.1K | ﹤0.01% | 972 |
|
2022
Q3 | $35K | Buy |
747
+64
| +9% | +$3K | ﹤0.01% | 1092 |
|
2022
Q2 | $36K | Buy |
683
+367
| +116% | +$19.3K | ﹤0.01% | 1014 |
|
2022
Q1 | $16K | Hold |
316
| – | – | ﹤0.01% | 1347 |
|
2021
Q4 | $16K | Sell |
316
-6
| -2% | -$304 | ﹤0.01% | 1209 |
|
2021
Q3 | $15K | Hold |
322
| – | – | ﹤0.01% | 1128 |
|
2021
Q2 | $15K | Buy |
322
+86
| +36% | +$4.01K | ﹤0.01% | 930 |
|
2021
Q1 | $11K | Buy |
236
+100
| +74% | +$4.66K | ﹤0.01% | 967 |
|
2020
Q4 | $6K | Sell |
136
-70
| -34% | -$3.09K | ﹤0.01% | 959 |
|
2020
Q3 | $7K | Sell |
206
-350
| -63% | -$11.9K | ﹤0.01% | 787 |
|
2020
Q2 | $21K | Hold |
556
| – | – | ﹤0.01% | 581 |
|
2020
Q1 | $21K | Buy |
556
+11
| +2% | +$415 | ﹤0.01% | 551 |
|
2019
Q4 | $30K | Hold |
545
| – | – | ﹤0.01% | 448 |
|
2019
Q3 | $28K | Buy |
545
+350
| +179% | +$18K | ﹤0.01% | 405 |
|
2019
Q2 | $11K | Sell |
195
-120
| -38% | -$6.77K | ﹤0.01% | 571 |
|
2019
Q1 | $18K | Buy |
315
+120
| +62% | +$6.86K | ﹤0.01% | 473 |
|
2018
Q4 | $10K | Sell |
195
-35
| -15% | -$1.8K | ﹤0.01% | 521 |
|
2018
Q3 | $15K | Buy |
230
+4
| +2% | +$261 | ﹤0.01% | 487 |
|
2018
Q2 | $14K | Buy |
226
+101
| +81% | +$6.26K | ﹤0.01% | 469 |
|
2018
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 544 |
|
2017
Q4 | $7K | Hold |
125
| – | – | ﹤0.01% | 526 |
|
2017
Q3 | $7K | Hold |
125
| – | – | ﹤0.01% | 520 |
|
2017
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 554 |
|
2017
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 512 |
|
2016
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 473 |
|
2016
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 477 |
|
2016
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 443 |
|
2016
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 434 |
|
2015
Q4 | $6K | Sell |
125
-215
| -63% | -$10.3K | ﹤0.01% | 429 |
|
2015
Q3 | $15K | Hold |
340
| – | – | 0.01% | 343 |
|
2015
Q2 | $17K | Hold |
340
| – | – | 0.01% | 325 |
|
2015
Q1 | $17K | Buy |
+340
| New | +$17K | 0.01% | 329 |
|