Avantax Advisory Services’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 | $884K | Buy |
12,040
+3,623
| +43% | +$266K | ﹤0.01% | 1241 |
|
|
2025
Q1 | $505K | Sell |
8,417
-593
| -7% | -$35.5K | ﹤0.01% | 1492 |
|
|
2024
Q4 | $480K | Sell |
9,010
-8,232
| -48% | -$438K | ﹤0.01% | 1474 |
|
|
2024
Q3 | $1.09M | Buy |
17,242
+2,534
| +17% | +$160K | 0.01% | 970 |
|
|
2024
Q2 | $808K | Buy |
14,708
+790
| +6% | +$43.4K | 0.01% | 1094 |
|
|
2024
Q1 | $840K | Buy |
13,918
+919
| +7% | +$55.5K | 0.01% | 821 |
|
|
2023
Q4 | $840K | Sell |
12,999
-613
| -5% | -$39.6K | 0.01% | 782 |
|
|
2023
Q3 | $820K | Buy |
13,612
+57
| +0.4% | +$3.44K | 0.01% | 754 |
|
|
2023
Q2 | $841K | Buy |
13,555
+1,076
| +9% | +$66.7K | 0.01% | 744 |
|
|
2023
Q1 | $748K | Sell |
12,479
-146
| -1% | -$8.75K | 0.01% | 762 |
|
|
2022
Q4 | $818K | Buy |
12,625
+1,370
| +12% | +$88.7K | 0.01% | 695 |
|
|
2022
Q3 | $690K | Buy |
11,255
+271
| +2% | +$16.6K | 0.01% | 660 |
|
|
2022
Q2 | $720K | Buy |
10,984
+1,237
| +13% | +$81.1K | 0.01% | 647 |
|
|
2022
Q1 | $772K | Sell |
9,747
-185
| -2% | -$14.7K | 0.01% | 631 |
|
|
2021
Q4 | $761K | Buy |
9,932
+1,182
| +14% | +$90.6K | 0.01% | 610 |
|
|
2021
Q3 | $583K | Buy |
8,750
+2,236
| +34% | +$149K | 0.01% | 664 |
|
|
2021
Q2 | $457K | Buy |
6,514
+756
| +13% | +$53K | 0.01% | 735 |
|
|
2021
Q1 | $377K | Buy |
5,758
+1,089
| +23% | +$71.3K | 0.01% | 712 |
|
|
2020
Q4 | $265K | Sell |
4,669
-5,158
| -52% | -$293K | 0.01% | 780 |
|
|
2020
Q3 | $456K | Buy |
9,827
+4,758
| +94% | +$221K | 0.01% | 834 |
|
|
2020
Q2 | $226K | Sell |
5,069
-161
| -3% | -$7.18K | 0.01% | 740 |
|
|
2020
Q1 | $222K | Buy |
5,230
+882
| +20% | +$37.4K | 0.01% | 686 |
|
|
2019
Q4 | $245K | Buy |
+4,348
| New | +$245K | 0.01% | 711 |
|