Beacon Pointe Advisors’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 | $412K | Buy |
5,616
+93
| +2% | +$6.83K | ﹤0.01% | 932 |
|
|
2025
Q1 | $331K | Hold |
5,523
| – | – | ﹤0.01% | 969 |
|
|
2024
Q4 | $294K | Sell |
5,523
-4,193
| -43% | -$223K | ﹤0.01% | 1005 |
|
|
2024
Q3 | $615K | Sell |
9,716
-77
| -0.8% | -$4.87K | 0.01% | 775 |
|
|
2024
Q2 | $538K | Sell |
9,793
-115
| -1% | -$6.32K | 0.01% | 833 |
|
|
2024
Q1 | $598K | Sell |
9,908
-177
| -2% | -$10.7K | 0.01% | 840 |
|
|
2023
Q4 | $652K | Sell |
10,085
-5,167
| -34% | -$334K | 0.01% | 794 |
|
|
2023
Q3 | $919K | Buy |
15,252
+7,751
| +103% | +$467K | 0.01% | 653 |
|
|
2023
Q2 | $465K | Sell |
7,501
-1,700
| -18% | -$105K | 0.01% | 730 |
|
|
2023
Q1 | $551K | Buy |
9,201
+1,710
| +23% | +$102K | 0.01% | 736 |
|
|
2022
Q4 | $485K | Sell |
7,491
-587
| -7% | -$38K | 0.01% | 694 |
|
|
2022
Q3 | $495K | Sell |
8,078
-136
| -2% | -$8.33K | 0.01% | 641 |
|
|
2022
Q2 | $540K | Buy |
8,214
+370
| +5% | +$24.3K | 0.01% | 624 |
|
|
2022
Q1 | $623K | Buy |
7,844
+717
| +10% | +$56.9K | 0.01% | 745 |
|
|
2021
Q4 | $546K | Buy |
7,127
+1,240
| +21% | +$95K | 0.01% | 546 |
|
|
2021
Q3 | $389K | Buy |
5,887
+1,790
| +44% | +$118K | 0.01% | 613 |
|
|
2021
Q2 | $287K | Sell |
4,097
-1,120
| -21% | -$78.5K | 0.01% | 668 |
|
|
2021
Q1 | $341K | Sell |
5,217
-573
| -10% | -$37.5K | 0.02% | 358 |
|
|
2020
Q4 | $327K | Sell |
5,790
-1,427
| -20% | -$80.6K | 0.02% | 349 |
|
|
2020
Q3 | $334K | Buy |
7,217
+1,470
| +26% | +$68K | 0.03% | 282 |
|
|
2020
Q2 | $256K | Buy |
5,747
+544
| +10% | +$24.2K | 0.03% | 328 |
|
|
2020
Q1 | $221K | Buy |
+5,203
| New | +$221K | 0.04% | 267 |
|