Buckingham Strategic Wealth’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $547K | Sell |
8,210
-215
| -3% | -$14.3K | 0.01% | 448 |
|
|
2024
Q1 | $580K | Buy |
8,425
+1,202
| +17% | +$82.7K | 0.01% | 432 |
|
|
2023
Q4 | $487K | Buy |
7,223
+236
| +3% | +$15.9K | 0.01% | 447 |
|
|
2023
Q3 | $459K | Buy |
6,987
+238
| +4% | +$15.7K | 0.01% | 429 |
|
|
2023
Q2 | $389K | Buy |
6,749
+58
| +0.9% | +$3.34K | 0.01% | 481 |
|
|
2023
Q1 | $415K | Hold |
6,691
| – | – | 0.01% | 422 |
|
|
2022
Q4 | $415K | Sell |
6,691
-163
| -2% | -$10.1K | 0.01% | 424 |
|
|
2022
Q3 | $319K | Buy |
6,854
+144
| +2% | +$6.7K | 0.01% | 456 |
|
|
2022
Q2 | $353K | Buy |
+6,710
| New | +$353K | 0.01% | 438 |
|
|
2021
Q3 | – | Sell |
-5,252
| Closed | -$238K | – | 615 |
|
|
2021
Q2 | $238K | Buy |
5,252
+259
| +5% | +$11.7K | 0.01% | 518 |
|
|
2021
Q1 | $232K | Buy |
+4,993
| New | +$232K | 0.01% | 485 |
|
|
2020
Q3 | – | Sell |
-5,787
| Closed | -$223K | – | 497 |
|
|
2020
Q2 | $223K | Sell |
5,787
-261
| -4% | -$10.1K | 0.02% | 363 |
|
|
2020
Q1 | $225K | Sell |
6,048
-3,522
| -37% | -$131K | 0.02% | 406 |
|
|
2019
Q4 | $529K | Buy |
9,570
+569
| +6% | +$31.5K | 0.05% | 235 |
|
|
2019
Q3 | $468K | Sell |
9,001
-357
| -4% | -$18.6K | 0.05% | 239 |
|
|
2019
Q2 | $522K | Sell |
9,358
-310
| -3% | -$17.3K | 0.06% | 240 |
|
|
2019
Q1 | $538K | Sell |
9,668
-19
| -0.2% | -$1.06K | 0.07% | 212 |
|
|
2018
Q4 | $505K | Sell |
9,687
-566
| -6% | -$29.5K | 0.08% | 183 |
|
|
2018
Q3 | $660K | Sell |
10,253
-2,245
| -18% | -$145K | 0.1% | 150 |
|
|
2018
Q2 | $757K | Sell |
12,498
-1,687
| -12% | -$102K | 0.12% | 142 |
|
|
2018
Q1 | $818K | Sell |
14,185
-2,283
| -14% | -$132K | 0.16% | 126 |
|
|
2017
Q4 | $910K | Sell |
16,468
-362
| -2% | -$20K | 0.19% | 114 |
|
|
2017
Q3 | $901K | Sell |
16,830
-1,272
| -7% | -$68.1K | 0.21% | 106 |
|
|
2017
Q2 | $898K | Buy |
+18,102
| New | +$898K | 0.21% | 104 |
|
|
2013
Q4 | – | Sell |
-3,677
| Closed | -$213K | – | 165 |
|
|
2013
Q3 | $213K | Buy |
+3,677
| New | +$213K | 0.11% | 121 |
|