CAPTRUST Financial Advisors’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 | $968K | Sell |
13,182
-123
| -0.9% | -$9.03K | ﹤0.01% | 1372 |
|
|
2025
Q1 | $798K | Buy |
13,305
+1,407
| +12% | +$84.3K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $633K | Sell |
11,898
-6,334
| -35% | -$337K | ﹤0.01% | 1482 |
|
|
2024
Q3 | $1.15M | Sell |
18,232
-81
| -0.4% | -$5.12K | ﹤0.01% | 1112 |
|
|
2024
Q2 | $1.01M | Sell |
18,313
-492
| -3% | -$27K | ﹤0.01% | 1135 |
|
|
2024
Q1 | $1.14M | Sell |
18,805
-590
| -3% | -$35.6K | ﹤0.01% | 1062 |
|
|
2023
Q4 | $1.25M | Sell |
19,395
-3,322
| -15% | -$215K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $1.37M | Buy |
22,717
+914
| +4% | +$55.1K | 0.01% | 1023 |
|
|
2023
Q2 | $1.35M | Sell |
21,803
-2,305
| -10% | -$143K | 0.01% | 1018 |
|
|
2023
Q1 | $1.44M | Sell |
24,108
-2,810
| -10% | -$168K | 0.01% | 863 |
|
|
2022
Q4 | $1.74M | Sell |
26,918
-970
| -3% | -$62.8K | 0.01% | 758 |
|
|
2022
Q3 | $1.71M | Buy |
27,888
+4,808
| +21% | +$295K | 0.01% | 728 |
|
|
2022
Q2 | $1.51M | Buy |
23,080
+3,240
| +16% | +$213K | 0.01% | 683 |
|
|
2022
Q1 | $1.58M | Buy |
19,840
+4,398
| +28% | +$349K | 0.01% | 666 |
|
|
2021
Q4 | $1.18M | Buy |
15,442
+4,673
| +43% | +$358K | 0.01% | 744 |
|
|
2021
Q3 | $712K | Buy |
10,769
+6,587
| +158% | +$436K | 0.01% | 885 |
|
|
2021
Q2 | $293K | Buy |
4,182
+581
| +16% | +$40.7K | ﹤0.01% | 1294 |
|
|
2021
Q1 | $235K | Sell |
3,601
-510
| -12% | -$33.3K | ﹤0.01% | 1361 |
|
|
2020
Q4 | $232K | Buy |
4,111
+1,250
| +44% | +$70.5K | ﹤0.01% | 1130 |
|
|
2020
Q3 | $133K | Sell |
2,861
-4,934
| -63% | -$229K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $343K | Buy |
7,795
+102
| +1% | +$4.49K | 0.01% | 827 |
|
|
2020
Q1 | $308K | Sell |
7,693
-393
| -5% | -$15.7K | 0.01% | 717 |
|
|
2019
Q4 | $457K | Buy |
8,086
+6,243
| +339% | +$353K | 0.01% | 711 |
|
|
2019
Q3 | $107K | Hold |
1,843
| – | – | ﹤0.01% | 760 |
|
|
2019
Q2 | $108K | Hold |
1,843
| – | – | ﹤0.01% | 733 |
|
|
2019
Q1 | $100K | Buy |
1,843
+850
| +86% | +$46.1K | ﹤0.01% | 698 |
|
|
2018
Q4 | $49K | Hold |
993
| – | – | ﹤0.01% | 789 |
|
|
2018
Q3 | $60K | Hold |
993
| – | – | ﹤0.01% | 724 |
|
|
2018
Q2 | $57K | Buy |
993
+593
| +148% | +$34K | ﹤0.01% | 652 |
|
|
2018
Q1 | $22K | Hold |
400
| – | – | ﹤0.01% | 803 |
|
|
2017
Q4 | $23K | Buy |
+400
| New | +$23K | ﹤0.01% | 750 |
|