Cetera Investment Advisers’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.69M | Buy |
116,714
+8,953
| +8% | +$436K | 0.01% | 1111 |
|
2025
Q1 | $5.09M | Buy |
107,761
+4,437
| +4% | +$210K | 0.01% | 1104 |
|
2024
Q4 | $4.81M | Buy |
103,324
+4,522
| +5% | +$211K | 0.01% | 1051 |
|
2024
Q3 | $4.7M | Sell |
98,802
-5,092
| -5% | -$242K | 0.01% | 1031 |
|
2024
Q2 | $3.94M | Buy |
103,894
+5,165
| +5% | +$196K | 0.01% | 1129 |
|
2024
Q1 | $3.97M | Buy |
98,729
+42,024
| +74% | +$1.69M | 0.01% | 1103 |
|
2023
Q4 | $2.22M | Sell |
56,705
-1,338
| -2% | -$52.5K | 0.02% | 755 |
|
2023
Q3 | $2M | Buy |
58,043
+3,385
| +6% | +$117K | 0.02% | 745 |
|
2023
Q2 | $2.21M | Buy |
54,658
+7,404
| +16% | +$299K | 0.02% | 724 |
|
2023
Q1 | $1.84M | Buy |
47,254
+10,985
| +30% | +$427K | 0.02% | 778 |
|
2022
Q4 | $1.45M | Buy |
36,269
+13,841
| +62% | +$552K | 0.01% | 833 |
|
2022
Q3 | $908K | Sell |
22,428
-92
| -0.4% | -$3.73K | 0.02% | 762 |
|
2022
Q2 | $1.16M | Sell |
22,520
-21,050
| -48% | -$1.09M | 0.02% | 732 |
|
2022
Q1 | $2.46M | Sell |
43,570
-3,730
| -8% | -$211K | 0.04% | 487 |
|
2021
Q4 | $2.2M | Buy |
47,300
+1,315
| +3% | +$61.2K | 0.03% | 522 |
|
2021
Q3 | $2.21M | Sell |
45,985
-1,473
| -3% | -$70.9K | 0.04% | 487 |
|
2021
Q2 | $2.35M | Buy |
47,458
+6,822
| +17% | +$338K | 0.04% | 459 |
|
2021
Q1 | $1.86M | Buy |
40,636
+23,130
| +132% | +$1.06M | 0.04% | 441 |
|
2020
Q4 | $711K | Buy |
+17,506
| New | +$711K | 0.01% | 804 |
|