Chicago Partners Investment Group’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
Q3 | $466K | Buy |
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|
2025
Q2 | $419K | Hold |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $298K | Buy |
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|
2024
Q3 | $293K | Buy |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $331K | Hold |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $320K | Hold |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $361K | Hold |
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|
2021
Q3 | $319K | Hold |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $250K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Hold |
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|
2019
Q3 | $248K | Hold |
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|
2019
Q2 | $254K | Hold |
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|
2019
Q1 | $245K | Sell |
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|
2018
Q4 | $236K | Sell |
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|
2018
Q3 | $261K | Buy |
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|
2018
Q2 | $263K | Buy |
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|
2018
Q1 | $246K | Hold |
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|
2017
Q4 | $254K | Sell |
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|
2017
Q3 | $272K | Buy |
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|
2017
Q2 | $45K | Sell |
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|
2017
Q1 | $261K | Sell |
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|
2016
Q4 | $345K | Hold |
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|
2016
Q3 | $311K | Buy |
|