AssuredPartners Investment Advisors’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
18,833
-644
-3% -$39.5K 0.28% 68
2025
Q1
$1.26M Buy
19,477
+1,524
+8% +$98.6K 0.24% 106
2024
Q4
$978K Buy
+17,953
New +$978K 0.19% 121