Caldwell Trust’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.1K | Sell |
1,191
-100
|
|
||||
|
2025
Q1 | $83.5K | Buy |
1,291
+89
|
|
||||
|
2024
Q4 | $65.5K | Hold |
1,202
|
|
||||
|
2024
Q3 | $77.7K | Buy |
1,202
+11
|
|
||||
|
2024
Q2 | $79.4K | Hold |
1,191
|
|
||||
|
2024
Q1 | $82K | Hold |
1,191
|
|
||||
|
2023
Q4 | $80.3K | Hold |
1,191
|
|
||||
|
2023
Q3 | $78.3K | Sell |
1,191
-200
|
|
||||
|
2023
Q2 | $80.2K | Buy |
1,391
+164
|
|
||||
|
2023
Q1 | $72.5K | Hold |
1,227
|
|
||||
|
2022
Q4 | $76.2K | Hold |
1,227
|
|
||||
|
2022
Q3 | $57.1K | Hold |
1,227
|
|
||||
|
2022
Q2 | $64.6K | Hold |
1,227
|
|
||||
|
2022
Q1 | $62K | Hold |
1,227
|
|
||||
|
2021
Q4 | $60.7K | Buy |
1,227
+1,027
|
|
||||
|
2021
Q3 | $9.59K | Sell |
200
-800
|
|
||||
|
2021
Q2 | $45.3K | Hold |
1,000
|
|
||||
|
2021
Q1 | $46.5K | Hold |
1,000
|
|
||||
|
2020
Q4 | $41.9K | Sell |
1,000
-30
|
|
||||
|
2020
Q3 | $35.3K | Sell |
1,030
-120
|
|
||||
|
2020
Q2 | $44.2K | Sell |
1,150
-1,744
|
|
||||
|
2020
Q1 | $108K | Sell |
2,894
-800
|
|
||||
|
2019
Q4 | $204K | Buy |
+3,694
|
|