Caldwell Trust’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$71.1K Hold
2025
Q2
$73.1K Sell
2025
Q1
$83.5K Buy
2024
Q4
$65.5K Hold
2024
Q3
$77.7K Buy
2024
Q2
$79.4K Hold
2024
Q1
$82K Hold
2023
Q4
$80.3K Hold
2023
Q3
$78.3K Sell
2023
Q2
$80.2K Buy
2023
Q1
$72.5K Hold
2022
Q4
$76.2K Hold
2022
Q3
$57.1K Hold
2022
Q2
$64.6K Hold
2022
Q1
$62K Hold
2021
Q4
$60.7K Buy
2021
Q3
$9.59K Sell
2021
Q2
$45.3K Hold
2021
Q1
$46.5K Hold
2020
Q4
$41.9K Sell
2020
Q3
$35.3K Sell
2020
Q2
$44.2K Sell
2020
Q1
$108K Sell
2019
Q4
$204K Buy