Creative Planning’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 | $14M | Buy |
191,010
+16,900
| +10% | +$1.24M | 0.01% | 418 |
|
|
2025
Q1 | $10.4M | Buy |
174,110
+44,181
| +34% | +$2.65M | 0.01% | 474 |
|
|
2024
Q4 | $6.92M | Sell |
129,929
-14,322
| -10% | -$763K | 0.01% | 560 |
|
|
2024
Q3 | $9.13M | Buy |
144,251
+12,879
| +10% | +$815K | 0.01% | 464 |
|
|
2024
Q2 | $7.22M | Sell |
131,372
-281,933
| -68% | -$15.5M | 0.01% | 509 |
|
|
2024
Q1 | $25M | Sell |
413,305
-11,032
| -3% | -$666K | 0.03% | 222 |
|
|
2023
Q4 | $27.4M | Sell |
424,337
-256,202
| -38% | -$16.6M | 0.05% | 198 |
|
|
2023
Q3 | $41M | Buy |
680,539
+281,486
| +71% | +$17M | 0.05% | 145 |
|
|
2023
Q2 | $24.7M | Buy |
399,053
+3,129
| +0.8% | +$194K | 0.03% | 191 |
|
|
2023
Q1 | $23.7M | Sell |
395,924
-4,869
| -1% | -$292K | 0.03% | 194 |
|
|
2022
Q4 | $26M | Buy |
400,793
+2,811
| +0.7% | +$182K | 0.04% | 178 |
|
|
2022
Q3 | $24.4M | Buy |
397,982
+21,055
| +6% | +$1.29M | 0.04% | 161 |
|
|
2022
Q2 | $24.7M | Sell |
376,927
-2,393
| -0.6% | -$157K | 0.04% | 173 |
|
|
2022
Q1 | $30.1M | Buy |
379,320
+273,674
| +259% | +$21.7M | 0.05% | 151 |
|
|
2021
Q4 | $8.1M | Buy |
105,646
+2,806
| +3% | +$215K | 0.01% | 322 |
|
|
2021
Q3 | $6.8M | Buy |
102,840
+1,526
| +2% | +$101K | 0.01% | 339 |
|
|
2021
Q2 | $7.1M | Sell |
101,314
-30,196
| -23% | -$2.12M | 0.01% | 328 |
|
|
2021
Q1 | $8.58M | Sell |
131,510
-4,649
| -3% | -$303K | 0.02% | 299 |
|
|
2020
Q4 | $7.68M | Buy |
136,159
+2,430
| +2% | +$137K | 0.02% | 299 |
|
|
2020
Q3 | $6.17M | Sell |
133,729
-764
| -0.6% | -$35.2K | 0.02% | 280 |
|
|
2020
Q2 | $6M | Sell |
134,493
-5,803
| -4% | -$259K | 0.02% | 256 |
|
|
2020
Q1 | $5.95M | Sell |
140,296
-3,796
| -3% | -$161K | 0.02% | 231 |
|
|
2019
Q4 | $8.09M | Sell |
144,092
-8,308
| -5% | -$466K | 0.02% | 227 |
|
|
2019
Q3 | $8.88M | Buy |
152,400
+819
| +0.5% | +$47.7K | 0.03% | 195 |
|
|
2019
Q2 | $8.85M | Sell |
151,581
-12,858
| -8% | -$750K | 0.03% | 198 |
|
|
2019
Q1 | $8.93M | Sell |
164,439
-3,762
| -2% | -$204K | 0.03% | 180 |
|
|
2018
Q4 | $8.36M | Buy |
168,201
+8,051
| +5% | +$400K | 0.03% | 169 |
|
|
2018
Q3 | $9.74M | Buy |
160,150
+5,438
| +4% | +$331K | 0.04% | 167 |
|
|
2018
Q2 | $8.95M | Buy |
154,712
+16,744
| +12% | +$969K | 0.04% | 168 |
|
|
2018
Q1 | $7.84M | Buy |
137,968
+35,752
| +35% | +$2.03M | 0.03% | 176 |
|
|
2017
Q4 | $5.99M | Sell |
102,216
-270
| -0.3% | -$15.8K | 0.03% | 209 |
|
|
2017
Q3 | $5.77M | Buy |
102,486
+16,927
| +20% | +$953K | 0.03% | 214 |
|
|
2017
Q2 | $4.31M | Buy |
85,559
+3,122
| +4% | +$157K | 0.02% | 250 |
|
|
2017
Q1 | $4.13M | Sell |
82,437
-80
| -0.1% | -$4.01K | 0.02% | 243 |
|
|
2016
Q4 | $4.07M | Sell |
82,517
-3,220
| -4% | -$159K | 0.02% | 238 |
|
|
2016
Q3 | $3.81M | Buy |
85,737
+54,240
| +172% | +$2.41M | 0.02% | 238 |
|
|
2016
Q2 | $1.35M | Sell |
31,497
-6,646
| -17% | -$285K | 0.01% | 435 |
|
|
2016
Q1 | $1.65M | Sell |
38,143
-361
| -0.9% | -$15.6K | 0.01% | 363 |
|
|
2015
Q4 | $1.51M | Buy |
38,504
+2,326
| +6% | +$91.1K | 0.01% | 382 |
|
|
2015
Q3 | $1.43M | Sell |
36,178
-698
| -2% | -$27.5K | 0.01% | 376 |
|
|
2015
Q2 | $1.57M | Sell |
36,876
-6,010
| -14% | -$256K | 0.01% | 350 |
|
|
2015
Q1 | $1.84M | Buy |
42,886
+1,361
| +3% | +$58.3K | 0.02% | 299 |
|
|
2014
Q4 | $1.98M | Buy |
41,525
+5,419
| +15% | +$259K | 0.02% | 274 |
|
|
2014
Q3 | $1.78M | Buy |
36,106
+658
| +2% | +$32.5K | 0.02% | 266 |
|
|
2014
Q2 | $1.82M | Buy |
35,448
+2,006
| +6% | +$103K | 0.02% | 247 |
|
|
2014
Q1 | $1.57M | Buy |
33,442
+1,336
| +4% | +$62.7K | 0.02% | 248 |
|
|
2013
Q4 | $1.51M | Buy |
32,106
+208
| +0.7% | +$9.8K | 0.03% | 223 |
|
|
2013
Q3 | $1.44M | Buy |
31,898
+14,432
| +83% | +$649K | 0.03% | 201 |
|
|
2013
Q2 | $702K | Buy |
+17,466
| New | +$702K | 0.02% | 313 |
|