Bleakley Financial Group’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 | $796K | Buy |
+10,833
| New | +$796K | 0.02% | 435 |
|
|
2025
Q1 | – | Sell |
-7,641
| Closed | -$407K | – | 932 |
|
|
2024
Q4 | $407K | Sell |
7,641
-740
| -9% | -$39.4K | 0.01% | 673 |
|
|
2024
Q3 | $530K | Buy |
8,381
+415
| +5% | +$26.3K | 0.02% | 589 |
|
|
2024
Q2 | $438K | Buy |
7,966
+652
| +9% | +$35.8K | 0.01% | 647 |
|
|
2024
Q1 | $442K | Buy |
7,314
+241
| +3% | +$14.6K | 0.01% | 650 |
|
|
2023
Q4 | $457K | Buy |
7,073
+872
| +14% | +$56.4K | 0.01% | 615 |
|
|
2023
Q3 | $374K | Sell |
6,201
-542
| -8% | -$32.7K | 0.01% | 620 |
|
|
2023
Q2 | $418K | Sell |
6,743
-90
| -1% | -$5.58K | 0.01% | 635 |
|
|
2023
Q1 | $409K | Buy |
6,833
+1,353
| +25% | +$81K | 0.01% | 622 |
|
|
2022
Q4 | $355K | Buy |
+5,480
| New | +$355K | 0.01% | 642 |
|