Creative Planning’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.4M Sell
185,658
-1,867
-1% -$115K 0.01% 482
2025
Q1
$12.1M Buy
187,525
+10,513
+6% +$680K 0.01% 433
2024
Q4
$9.65M Buy
177,012
+18,967
+12% +$1.03M 0.01% 458
2024
Q3
$10.2M Buy
158,045
+18,412
+13% +$1.19M 0.01% 434
2024
Q2
$9.31M Buy
139,633
+12,331
+10% +$822K 0.01% 435
2024
Q1
$8.76M Buy
127,302
+4,592
+4% +$316K 0.01% 443
2023
Q4
$8.27M Buy
122,710
+13,671
+13% +$921K 0.02% 427
2023
Q3
$7.17M Buy
109,039
+2,859
+3% +$188K 0.01% 436
2023
Q2
$6.12M Buy
106,180
+9,111
+9% +$525K 0.01% 466
2023
Q1
$5.73M Buy
97,069
+4,795
+5% +$283K 0.01% 472
2022
Q4
$5.73M Buy
92,274
+15,691
+20% +$974K 0.01% 452
2022
Q3
$3.56M Buy
76,583
+16,058
+27% +$747K 0.01% 522
2022
Q2
$3.19M Buy
60,525
+27,175
+81% +$1.43M 0.01% 570
2022
Q1
$1.69M Buy
33,350
+4,434
+15% +$224K ﹤0.01% 772
2021
Q4
$1.43M Sell
28,916
-2,430
-8% -$120K ﹤0.01% 797
2021
Q3
$1.5M Buy
31,346
+12,108
+63% +$580K ﹤0.01% 770
2021
Q2
$871K Sell
19,238
-14,206
-42% -$643K ﹤0.01% 1000
2021
Q1
$1.56M Buy
33,444
+4,490
+16% +$209K ﹤0.01% 820
2020
Q4
$1.21M Sell
28,954
-1,209
-4% -$50.7K ﹤0.01% 856
2020
Q3
$1.04M Buy
30,163
+5,228
+21% +$179K ﹤0.01% 782
2020
Q2
$959K Sell
24,935
-3,309
-12% -$127K ﹤0.01% 746
2020
Q1
$1.05M Sell
28,244
-1,261
-4% -$47K ﹤0.01% 620
2019
Q4
$1.63M Buy
29,505
+1,041
+4% +$57.6K ﹤0.01% 582
2019
Q3
$1.48M Sell
28,464
-1,842
-6% -$95.8K ﹤0.01% 589
2019
Q2
$1.69M Buy
30,306
+290
+1% +$16.2K 0.01% 550
2019
Q1
$1.67M Sell
30,016
-4,387
-13% -$244K 0.01% 524
2018
Q4
$1.8M Buy
34,403
+1,710
+5% +$89.2K 0.01% 445
2018
Q3
$2.11M Sell
32,693
-272
-0.8% -$17.5K 0.01% 466
2018
Q2
$2M Sell
32,965
-12,968
-28% -$785K 0.01% 471
2018
Q1
$2.65M Buy
45,933
+18,131
+65% +$1.05M 0.01% 392
2017
Q4
$1.54M Sell
27,802
-1,456
-5% -$80.5K 0.01% 531
2017
Q3
$1.57M Sell
29,258
-3,576
-11% -$191K 0.01% 536
2017
Q2
$1.63M Sell
32,834
-5,592
-15% -$277K 0.01% 501
2017
Q1
$1.94M Buy
38,426
+3,556
+10% +$179K 0.01% 435
2016
Q4
$1.78M Sell
34,870
-2,842
-8% -$145K 0.01% 436
2016
Q3
$1.8M Buy
37,712
+2,594
+7% +$124K 0.01% 405
2016
Q2
$1.69M Sell
35,118
-2,521
-7% -$121K 0.01% 382
2016
Q1
$1.71M Buy
37,639
+5,876
+18% +$267K 0.01% 350
2015
Q4
$1.43M Sell
31,763
-6,030
-16% -$271K 0.01% 391
2015
Q3
$1.69M Sell
37,793
-10,586
-22% -$473K 0.01% 334
2015
Q2
$2.38M Buy
48,379
+13,326
+38% +$655K 0.02% 257
2015
Q1
$1.74M Sell
35,053
-1,576
-4% -$78.3K 0.02% 313
2014
Q4
$1.88M Buy
36,629
+1,665
+5% +$85.2K 0.02% 288
2014
Q3
$2.25M Buy
34,964
+5,612
+19% +$362K 0.03% 221
2014
Q2
$2.12M Buy
29,352
+1,738
+6% +$125K 0.03% 217
2014
Q1
$1.81M Sell
27,614
-1,612
-6% -$106K 0.03% 214
2013
Q4
$1.79M Buy
29,226
+3,421
+13% +$210K 0.03% 201
2013
Q3
$1.5M Buy
25,805
+4,516
+21% +$262K 0.03% 191
2013
Q2
$1.04M Buy
+21,289
New +$1.04M 0.02% 222