BFA
Benedict Financial Advisors’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
48,043
+121
| +0.3% | +$5.9K | 0.53% | 66 |
|
|
2025
Q1 | $2.26M | Buy |
47,922
+184
| +0.4% | +$8.69K | 0.52% | 70 |
|
|
2024
Q4 | $2.22M | Buy |
47,738
+472
| +1% | +$22K | 0.54% | 69 |
|
|
2024
Q3 | $2.25M | Sell |
47,266
-475
| -1% | -$22.6K | 0.53% | 71 |
|
|
2024
Q2 | $1.81M | Sell |
47,741
-1,187
| -2% | -$45K | 0.46% | 79 |
|
|
2024
Q1 | $1.97M | Sell |
48,928
-1,353
| -3% | -$54.4K | 0.5% | 75 |
|
|
2023
Q4 | $1.97M | Sell |
50,281
-1,058
| -2% | -$41.4K | 0.54% | 71 |
|
|
2023
Q3 | $1.77M | Buy |
51,339
+361
| +0.7% | +$12.4K | 0.51% | 71 |
|
|
2023
Q2 | $2.06M | Buy |
50,978
+1,330
| +3% | +$53.7K | 0.57% | 70 |
|
|
2023
Q1 | $1.93M | Buy |
49,648
+2,630
| +6% | +$102K | 0.54% | 65 |
|
|
2022
Q4 | $1.87M | Buy |
47,018
+1,715
| +4% | +$68.4K | 0.56% | 61 |
|
|
2022
Q3 | $1.83M | Buy |
45,303
+355
| +0.8% | +$14.3K | 0.58% | 59 |
|
|
2022
Q2 | $2.33M | Buy |
44,948
+1,032
| +2% | +$53.5K | 0.69% | 53 |
|
|
2022
Q1 | $2.48M | Buy |
43,916
+153
| +0.3% | +$8.63K | 0.66% | 55 |
|
|
2021
Q4 | $2.04M | Buy |
43,763
+1,124
| +3% | +$52.3K | 0.53% | 69 |
|
|
2021
Q3 | $2.05M | Buy |
42,639
+930
| +2% | +$44.7K | 0.57% | 67 |
|
|
2021
Q2 | $2.07M | Buy |
41,709
+992
| +2% | +$49.1K | 0.57% | 63 |
|
|
2021
Q1 | $1.86M | Buy |
40,717
+997
| +3% | +$45.6K | 0.54% | 65 |
|
|
2020
Q4 | $1.62M | Buy |
39,720
+1,358
| +4% | +$55.3K | 0.58% | 56 |
|
|
2020
Q3 | $1.61M | Buy |
38,362
+846
| +2% | +$35.6K | 0.62% | 55 |
|
|
2020
Q2 | $1.61M | Buy |
37,516
+135
| +0.4% | +$5.79K | 0.66% | 49 |
|
|
2020
Q1 | $1.66M | Sell |
37,381
-1,241
| -3% | -$55K | 0.78% | 46 |
|
|
2019
Q4 | $2.06M | Buy |
38,622
+289
| +0.8% | +$15.4K | 0.8% | 46 |
|
|
2019
Q3 | $1.99M | Sell |
38,333
-389
| -1% | -$20.1K | 0.81% | 49 |
|
|
2019
Q2 | $1.92M | Buy |
38,722
+916
| +2% | +$45.4K | 0.8% | 47 |
|
|
2019
Q1 | $1.7M | Buy |
37,806
+458
| +1% | +$20.6K | 0.74% | 49 |
|
|
2018
Q4 | $1.33M | Buy |
37,348
+1,346
| +4% | +$48K | 0.66% | 54 |
|
|
2018
Q3 | $1.46M | Buy |
36,002
+3,575
| +11% | +$145K | 0.65% | 52 |
|
|
2018
Q2 | $1.4M | Buy |
32,427
+2,259
| +7% | +$97.6K | 0.69% | 52 |
|
|
2018
Q1 | $1.25M | Buy |
30,168
+757
| +3% | +$31.3K | 0.63% | 51 |
|
|
2017
Q4 | $1.43M | Buy |
29,411
+4,295
| +17% | +$209K | 0.69% | 48 |
|
|
2017
Q3 | $1.24M | Buy |
25,116
+3,076
| +14% | +$152K | 0.64% | 54 |
|
|
2017
Q2 | $1.13M | Buy |
22,040
+3,083
| +16% | +$159K | 0.59% | 58 |
|
|
2017
Q1 | $875K | Buy |
18,957
+9,092
| +92% | +$420K | 0.48% | 63 |
|
|
2016
Q4 | $445K | Buy |
9,865
+4,273
| +76% | +$193K | 0.26% | 75 |
|
|
2016
Q3 | $266K | Buy |
+5,592
| New | +$266K | 0.16% | 89 |
|