Cerity Partners’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 | $4.67M | Sell |
63,557
-4,851
| -7% | -$356K | 0.01% | 825 |
|
|
2025
Q1 | $4.1M | Buy |
68,408
+45,222
| +195% | +$2.71M | 0.01% | 799 |
|
|
2024
Q4 | $1.32M | Sell |
23,186
-3,569
| -13% | -$204K | ﹤0.01% | 1291 |
|
|
2024
Q3 | $1.69M | Buy |
26,755
+9,725
| +57% | +$615K | ﹤0.01% | 1167 |
|
|
2024
Q2 | $936K | Sell |
17,030
-13,461
| -44% | -$740K | ﹤0.01% | 1253 |
|
|
2024
Q1 | $1.84M | Buy |
30,491
+8,781
| +40% | +$530K | ﹤0.01% | 1004 |
|
|
2023
Q4 | $1.4M | Buy |
21,710
+6,106
| +39% | +$395K | ﹤0.01% | 873 |
|
|
2023
Q3 | $940K | Sell |
15,604
-702
| -4% | -$42.3K | ﹤0.01% | 772 |
|
|
2023
Q2 | $1.01M | Sell |
16,306
-656
| -4% | -$40.7K | ﹤0.01% | 924 |
|
|
2023
Q1 | $1.02M | Buy |
16,962
+3,257
| +24% | +$195K | ﹤0.01% | 964 |
|
|
2022
Q4 | $888K | Buy |
13,705
+7,860
| +134% | +$509K | 0.01% | 726 |
|
|
2022
Q3 | $359K | Sell |
5,845
-612
| -9% | -$37.6K | ﹤0.01% | 832 |
|
|
2022
Q2 | $423K | Buy |
+6,457
| New | +$423K | ﹤0.01% | 801 |
|
|
2022
Q1 | – | Sell |
-4,782
| Closed | -$371K | – | 1104 |
|
|
2021
Q4 | $371K | Buy |
+4,782
| New | +$371K | 0.01% | 704 |
|