Chicago Partners Investment Group’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 | $419K | Hold |
5,560
| – | – | 0.01% | 674 |
|
|
2025
Q1 | $351K | Buy |
5,560
+58
| +1% | +$3.66K | 0.01% | 635 |
|
|
2024
Q4 | $298K | Buy |
5,502
+334
| +6% | +$18.1K | 0.01% | 657 |
|
|
2024
Q3 | $293K | Buy |
5,168
+74
| +1% | +$4.2K | 0.01% | 630 |
|
|
2024
Q2 | $301K | Hold |
5,094
| – | – | 0.01% | 590 |
|
|
2024
Q1 | $300K | Sell |
5,094
-486
| -9% | -$28.6K | 0.01% | 566 |
|
|
2023
Q4 | $339K | Sell |
5,580
-197
| -3% | -$12K | 0.02% | 519 |
|
|
2023
Q3 | $331K | Hold |
5,777
| – | – | 0.02% | 489 |
|
|
2023
Q2 | $372K | Buy |
5,777
+1,446
| +33% | +$93.1K | 0.02% | 484 |
|
|
2023
Q1 | $265K | Sell |
4,331
-206
| -5% | -$12.6K | 0.02% | 535 |
|
|
2022
Q4 | $314K | Sell |
4,537
-350
| -7% | -$24.2K | 0.02% | 470 |
|
|
2022
Q3 | $320K | Hold |
4,887
| – | – | 0.02% | 421 |
|
|
2022
Q2 | $318K | Buy |
4,887
+350
| +8% | +$22.8K | 0.02% | 427 |
|
|
2022
Q1 | $326K | Buy |
4,537
+206
| +5% | +$14.8K | 0.02% | 406 |
|
|
2021
Q4 | $361K | Hold |
4,331
| – | – | 0.03% | 402 |
|
|
2021
Q3 | $319K | Hold |
4,331
| – | – | 0.02% | 425 |
|
|
2021
Q2 | $285K | Hold |
4,331
| – | – | 0.02% | 438 |
|
|
2021
Q1 | $294K | Hold |
4,331
| – | – | 0.02% | 401 |
|
|
2020
Q4 | $250K | Buy |
+4,331
| New | +$250K | 0.02% | 397 |
|
|
2020
Q1 | – | Sell |
-4,331
| Closed | -$246K | – | 378 |
|
|
2019
Q4 | $246K | Hold |
4,331
| – | – | 0.03% | 313 |
|
|
2019
Q3 | $248K | Hold |
4,331
| – | – | 0.03% | 292 |
|
|
2019
Q2 | $254K | Hold |
4,331
| – | – | 0.04% | 277 |
|
|
2019
Q1 | $245K | Sell |
4,331
-218
| -5% | -$12.3K | 0.04% | 264 |
|
|
2018
Q4 | $236K | Sell |
4,549
-187
| -4% | -$9.7K | 0.04% | 282 |
|
|
2018
Q3 | $261K | Buy |
4,736
+187
| +4% | +$10.3K | 0.04% | 254 |
|
|
2018
Q2 | $263K | Buy |
4,549
+218
| +5% | +$12.6K | 0.04% | 237 |
|
|
2018
Q1 | $246K | Hold |
4,331
| – | – | 0.04% | 228 |
|
|
2017
Q4 | $254K | Sell |
4,331
-500
| -10% | -$29.3K | 0.04% | 232 |
|
|
2017
Q3 | $272K | Buy |
4,831
+3,944
| +445% | +$222K | 0.05% | 224 |
|
|
2017
Q2 | $45K | Sell |
887
-4,333
| -83% | -$220K | 0.01% | 401 |
|
|
2017
Q1 | $261K | Sell |
5,220
-1,774
| -25% | -$88.7K | 0.07% | 163 |
|
|
2016
Q4 | $345K | Hold |
6,994
| – | – | 0.13% | 126 |
|
|
2016
Q3 | $311K | Buy |
+6,994
| New | +$311K | 0.12% | 134 |
|