Compagnie Lombard Odier SCmA’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 | $95.1K | Hold |
1,295
| – | – | ﹤0.01% | 287 |
|
|
2025
Q1 | $77.6K | Sell |
1,295
-30
| -2% | -$1.8K | ﹤0.01% | 323 |
|
|
2024
Q4 | $70.5K | Hold |
1,325
| – | – | ﹤0.01% | 312 |
|
|
2024
Q3 | $83.9K | Hold |
1,325
| – | – | ﹤0.01% | 301 |
|
|
2024
Q2 | $72.8K | Hold |
1,325
| – | – | ﹤0.01% | 309 |
|
|
2024
Q1 | $80K | Hold |
1,325
| – | – | ﹤0.01% | 324 |
|
|
2023
Q4 | $86K | Sell |
1,325
-2,479
| -65% | -$161K | ﹤0.01% | 365 |
|
|
2023
Q3 | $230K | Hold |
3,804
| – | – | 0.01% | 251 |
|
|
2023
Q2 | $236K | Hold |
3,804
| – | – | 0.01% | 245 |
|
|
2023
Q1 | $228K | Sell |
3,804
-1,107
| -23% | -$66.2K | 0.01% | 269 |
|
|
2022
Q4 | $318K | Buy |
4,911
+2,071
| +73% | +$134K | 0.01% | 239 |
|
|
2022
Q3 | $175K | Hold |
2,840
| – | – | 0.01% | 315 |
|
|
2022
Q2 | $186K | Hold |
2,840
| – | – | ﹤0.01% | 301 |
|
|
2022
Q1 | $225K | Sell |
2,840
-1,516
| -35% | -$120K | ﹤0.01% | 293 |
|
|
2021
Q4 | $335K | Sell |
4,356
-670
| -13% | -$51.5K | 0.01% | 292 |
|
|
2021
Q3 | $333K | Hold |
5,026
| – | – | 0.01% | 294 |
|
|
2021
Q2 | $353K | Sell |
5,026
-1,364
| -21% | -$95.8K | 0.01% | 281 |
|
|
2021
Q1 | $416K | Buy |
6,390
+3,850
| +152% | +$251K | 0.01% | 301 |
|
|
2020
Q4 | $143K | Buy |
2,540
+415
| +20% | +$23.4K | ﹤0.01% | 355 |
|
|
2020
Q3 | $98K | Sell |
2,125
-418
| -16% | -$19.3K | ﹤0.01% | 324 |
|
|
2020
Q2 | $114K | Sell |
2,543
-1,347
| -35% | -$60.4K | ﹤0.01% | 309 |
|
|
2020
Q1 | $164K | Buy |
3,890
+1,347
| +53% | +$56.8K | 0.01% | 252 |
|
|
2019
Q4 | $142K | Sell |
2,543
-171
| -6% | -$9.55K | 0.01% | 277 |
|
|
2019
Q3 | $158K | Hold |
2,714
| – | – | 0.01% | 262 |
|
|
2019
Q2 | $158K | Buy |
2,714
+214
| +9% | +$12.5K | 0.01% | 264 |
|
|
2019
Q1 | $136K | Hold |
2,500
| – | – | 0.01% | 314 |
|
|
2018
Q4 | $124K | Hold |
2,500
| – | – | 0.01% | 306 |
|
|
2018
Q3 | $152K | Hold |
2,500
| – | – | 0.01% | 315 |
|
|
2018
Q2 | $145K | Hold |
2,500
| – | – | 0.01% | 317 |
|
|
2018
Q1 | $142K | Sell |
2,500
-2,500
| -50% | -$142K | 0.01% | 339 |
|
|
2017
Q4 | $294K | Buy |
5,000
+2,500
| +100% | +$147K | 0.01% | 347 |
|
|
2017
Q3 | $140K | Hold |
2,500
| – | – | 0.01% | 398 |
|
|
2017
Q2 | $126K | Hold |
2,500
| – | – | ﹤0.01% | 395 |
|
|
2017
Q1 | $125K | Sell |
2,500
-5,250
| -68% | -$263K | ﹤0.01% | 424 |
|
|
2016
Q4 | $382K | Sell |
7,750
-80
| -1% | -$3.94K | 0.01% | 359 |
|
|
2016
Q3 | $347K | Hold |
7,830
| – | – | 0.01% | 398 |
|
|
2016
Q2 | $335K | Buy |
7,830
+430
| +6% | +$18.4K | 0.01% | 405 |
|
|
2016
Q1 | $321K | Buy |
7,400
+3,450
| +87% | +$150K | 0.01% | 413 |
|
|
2015
Q4 | $154K | Hold |
3,950
| – | – | ﹤0.01% | 524 |
|
|
2015
Q3 | $155K | Hold |
3,950
| – | – | 0.01% | 450 |
|
|
2015
Q2 | $168K | Sell |
3,950
-2,500
| -39% | -$106K | 0.01% | 463 |
|
|
2015
Q1 | $276K | Buy |
6,450
+3,750
| +139% | +$160K | 0.01% | 424 |
|
|
2014
Q4 | $130K | Sell |
2,700
-19,227
| -88% | -$926K | 0.01% | 498 |
|
|
2014
Q3 | $1.09M | Sell |
21,927
-2,728
| -11% | -$135K | 0.04% | 173 |
|
|
2014
Q2 | $1.27M | Buy |
24,655
+217
| +0.9% | +$11.2K | 0.05% | 163 |
|
|
2014
Q1 | $1.15M | Buy |
24,438
+1,878
| +8% | +$88.1K | 0.05% | 180 |
|
|
2013
Q4 | $1.06M | Buy |
+22,560
| New | +$1.06M | 0.04% | 202 |
|