CAPTRUST Financial Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Sell |
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|
2025
Q1 | $798K | Buy |
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|
2024
Q4 | $633K | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $712K | Buy |
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|
2021
Q2 | $293K | Buy |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | $133K | Sell |
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|
2020
Q2 | $343K | Buy |
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|
2020
Q1 | $308K | Sell |
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|
2019
Q4 | $457K | Buy |
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|
2019
Q3 | $107K | Hold |
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|
2019
Q2 | $108K | Hold |
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|
2019
Q1 | $100K | Buy |
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|
2018
Q4 | $49K | Hold |
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|
2018
Q3 | $60K | Hold |
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|
2018
Q2 | $57K | Buy |
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|
2018
Q1 | $22K | Hold |
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|
2017
Q4 | $23K | Buy |
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