Avantax Planning Partners’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
6,252
-257
| -4% | -$15.8K | 0.01% | 308 |
|
|
2025
Q1 | $421K | Sell |
6,509
-141
| -2% | -$9.12K | 0.01% | 286 |
|
|
2024
Q4 | $362K | Buy |
6,650
+567
| +9% | +$30.9K | 0.01% | 300 |
|
|
2024
Q3 | $393K | Sell |
6,083
-1,792
| -23% | -$116K | 0.01% | 293 |
|
|
2024
Q2 | $525K | Sell |
7,875
-61
| -0.8% | -$4.07K | 0.02% | 277 |
|
|
2024
Q1 | $546K | Buy |
7,936
+2,386
| +43% | +$164K | 0.02% | 282 |
|
|
2023
Q4 | $374K | Buy |
+5,550
| New | +$374K | 0.01% | 270 |
|
|
2018
Q4 | – | Sell |
-1,448
| Closed | -$93K | – | 1120 |
|
|
2018
Q3 | $93K | Buy |
+1,448
| New | +$93K | 0.01% | 363 |
|
|
2018
Q2 | – | Sell |
-18,840
| Closed | -$1.09M | – | 1378 |
|
|
2018
Q1 | $1.09M | Buy |
18,840
+80
| +0.4% | +$4.62K | 0.09% | 90 |
|
|
2017
Q4 | $1.04M | Sell |
18,760
-584
| -3% | -$32.3K | 0.09% | 98 |
|
|
2017
Q3 | $1.04M | Hold |
19,344
| – | – | 0.08% | 115 |
|
|
2017
Q2 | $959K | Hold |
19,344
| – | – | 0.08% | 112 |
|
|
2017
Q1 | $975K | Buy |
+19,344
| New | +$975K | 0.09% | 107 |
|