Checchi Capital Advisers’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 | $514K | Buy |
7,003
+217
| +3% | +$15.9K | 0.03% | 325 |
|
|
2025
Q1 | $407K | Buy |
6,786
+793
| +13% | +$47.5K | 0.02% | 375 |
|
|
2024
Q4 | $319K | Buy |
5,993
+134
| +2% | +$7.13K | 0.02% | 421 |
|
|
2024
Q3 | $371K | Buy |
5,859
+395
| +7% | +$25K | 0.02% | 396 |
|
|
2024
Q2 | $300K | Sell |
5,464
-903
| -14% | -$49.6K | 0.02% | 433 |
|
|
2024
Q1 | $384K | Buy |
6,367
+464
| +8% | +$28K | 0.03% | 385 |
|
|
2023
Q4 | $381K | Sell |
5,903
-1,953
| -25% | -$126K | 0.03% | 368 |
|
|
2023
Q3 | $473K | Buy |
7,856
+679
| +9% | +$40.9K | 0.04% | 298 |
|
|
2023
Q2 | $445K | Buy |
7,177
+87
| +1% | +$5.4K | 0.04% | 316 |
|
|
2023
Q1 | $425K | Sell |
7,090
-226
| -3% | -$13.5K | 0.04% | 319 |
|
|
2022
Q4 | $474K | Sell |
7,316
-677
| -8% | -$43.8K | 0.05% | 285 |
|
|
2022
Q3 | $490K | Buy |
7,993
+117
| +1% | +$7.17K | 0.05% | 269 |
|
|
2022
Q2 | $512K | Sell |
7,876
-752
| -9% | -$48.9K | 0.04% | 274 |
|
|
2022
Q1 | $685K | Buy |
8,628
+1,157
| +15% | +$91.9K | 0.06% | 212 |
|
|
2021
Q4 | $573K | Buy |
7,471
+157
| +2% | +$12K | 0.05% | 230 |
|
|
2021
Q3 | $484K | Buy |
7,314
+460
| +7% | +$30.4K | 0.05% | 246 |
|
|
2021
Q2 | $480K | Buy |
6,854
+283
| +4% | +$19.8K | 0.05% | 251 |
|
|
2021
Q1 | $428K | Buy |
6,571
+162
| +3% | +$10.6K | 0.04% | 261 |
|
|
2020
Q4 | $362K | Buy |
6,409
+299
| +5% | +$16.9K | 0.04% | 284 |
|
|
2020
Q3 | $283K | Sell |
6,110
-412
| -6% | -$19.1K | 0.03% | 313 |
|
|
2020
Q2 | $291K | Buy |
6,522
+363
| +6% | +$16.2K | 0.03% | 302 |
|
|
2020
Q1 | $261K | Buy |
6,159
+479
| +8% | +$20.3K | 0.03% | 271 |
|
|
2019
Q4 | $319K | Sell |
5,680
-2,018
| -26% | -$113K | 0.04% | 280 |
|
|
2019
Q3 | $448K | Sell |
7,698
-368
| -5% | -$21.4K | 0.06% | 205 |
|
|
2019
Q2 | $471K | Sell |
8,066
-296
| -4% | -$17.3K | 0.06% | 195 |
|
|
2019
Q1 | $454K | Buy |
8,362
+1,059
| +15% | +$57.5K | 0.05% | 186 |
|
|
2018
Q4 | $363K | Sell |
7,303
-1,070
| -13% | -$53.2K | 0.05% | 215 |
|
|
2018
Q3 | $509K | Sell |
8,373
-720
| -8% | -$43.8K | 0.06% | 203 |
|
|
2018
Q2 | $526K | Buy |
9,093
+2,810
| +45% | +$163K | 0.07% | 180 |
|
|
2018
Q1 | $357K | Buy |
6,283
+360
| +6% | +$20.5K | 0.05% | 250 |
|
|
2017
Q4 | $347K | Buy |
5,923
+461
| +8% | +$27K | 0.05% | 268 |
|
|
2017
Q3 | $307K | Sell |
5,462
-645
| -11% | -$36.3K | 0.03% | 259 |
|
|
2017
Q2 | $308K | Sell |
6,107
-418
| -6% | -$21.1K | 0.03% | 258 |
|
|
2017
Q1 | $327K | Buy |
6,525
+16
| +0.2% | +$802 | 0.04% | 249 |
|
|
2016
Q4 | $321K | Sell |
6,509
-39
| -0.6% | -$1.92K | 0.04% | 244 |
|
|
2016
Q3 | $291K | Buy |
6,548
+123
| +2% | +$5.47K | 0.03% | 252 |
|
|
2016
Q2 | $276K | Buy |
6,425
+1,610
| +33% | +$69.2K | 0.03% | 245 |
|
|
2016
Q1 | $208K | Buy |
+4,815
| New | +$208K | 0.05% | 326 |
|
|
2015
Q4 | – | Sell |
-6,281
| Closed | -$248K | – | 370 |
|
|
2015
Q3 | $248K | Buy |
6,281
+237
| +4% | +$9.36K | 0.07% | 258 |
|
|
2015
Q2 | $257K | Sell |
6,044
-2,886
| -32% | -$123K | 0.07% | 262 |
|
|
2015
Q1 | $383K | Buy |
8,930
+486
| +6% | +$20.8K | 0.11% | 170 |
|
|
2014
Q4 | $403K | Buy |
8,444
+285
| +3% | +$13.6K | 0.15% | 144 |
|
|
2014
Q3 | $403K | Sell |
8,159
-1,999
| -20% | -$98.7K | 0.17% | 120 |
|
|
2014
Q2 | $522K | Buy |
10,158
+3,206
| +46% | +$165K | 0.24% | 82 |
|
|
2014
Q1 | $326K | Sell |
6,952
-784
| -10% | -$36.8K | 0.2% | 105 |
|
|
2013
Q4 | $365K | Buy |
+7,736
| New | +$365K | 0.28% | 74 |
|