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 |
|