Caprock 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
Q1 | $552K | Buy |
9,208
+3,816
| +71% | +$229K | 0.02% | 681 |
|
|
2024
Q4 | $287K | Sell |
5,392
-493
| -8% | -$26.2K | 0.01% | 822 |
|
|
2024
Q3 | $372K | Buy |
5,885
+343
| +6% | +$21.7K | 0.01% | 650 |
|
|
2024
Q2 | $305K | Buy |
+5,542
| New | +$305K | 0.01% | 672 |
|
|
2021
Q3 | – | Sell |
-3,211
| Closed | -$225K | – | 571 |
|
|
2021
Q2 | $225K | Buy |
+3,211
| New | +$225K | 0.02% | 470 |
|
|
2020
Q2 | – | Sell |
-4,893
| Closed | -$207K | – | 435 |
|
|
2020
Q1 | $207K | Sell |
4,893
-267
| -5% | -$11.3K | 0.04% | 309 |
|
|
2019
Q4 | $290K | Sell |
5,160
-81
| -2% | -$4.55K | 0.05% | 257 |
|
|
2019
Q3 | $305K | Sell |
5,241
-63
| -1% | -$3.67K | 0.06% | 235 |
|
|
2019
Q2 | $310K | Sell |
5,304
-3,266
| -38% | -$191K | 0.06% | 235 |
|
|
2019
Q1 | $466K | Sell |
8,570
-4,211
| -33% | -$229K | 0.09% | 188 |
|
|
2018
Q4 | $635K | Buy |
12,781
+94
| +0.7% | +$4.67K | 0.15% | 130 |
|
|
2018
Q3 | $771K | Sell |
12,687
-1,052
| -8% | -$63.9K | 0.16% | 122 |
|
|
2018
Q2 | $795K | Sell |
13,739
-238
| -2% | -$13.8K | 0.17% | 113 |
|
|
2018
Q1 | $795K | Sell |
13,977
-76
| -0.5% | -$4.32K | 0.17% | 116 |
|
|
2017
Q4 | $827K | Sell |
14,053
-3,691
| -21% | -$217K | 0.16% | 130 |
|
|
2017
Q3 | $998K | Buy |
17,744
+216
| +1% | +$12.1K | 0.21% | 92 |
|
|
2017
Q2 | $883K | Buy |
+17,528
| New | +$883K | 0.2% | 108 |
|
|
2016
Q2 | – | Sell |
-29,593
| Closed | -$1.28M | – | 345 |
|
|
2016
Q1 | $1.28M | Buy |
+29,593
| New | +$1.28M | 0.3% | 73 |
|