Donaldson Capital Management’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 | $1.1M | Buy |
15,020
+542
| +4% | +$39.8K | 0.04% | 133 |
|
|
2025
Q1 | $868K | Buy |
14,478
+1,813
| +14% | +$109K | 0.03% | 140 |
|
|
2024
Q4 | $674K | Sell |
12,665
-666
| -5% | -$35.5K | 0.03% | 157 |
|
|
2024
Q3 | $843K | Sell |
13,331
-1,526
| -10% | -$96.5K | 0.03% | 140 |
|
|
2024
Q2 | $817K | Buy |
14,857
+719
| +5% | +$39.5K | 0.03% | 135 |
|
|
2024
Q1 | $854K | Sell |
14,138
-809
| -5% | -$48.8K | 0.04% | 131 |
|
|
2023
Q4 | $966K | Sell |
14,947
-254
| -2% | -$16.4K | 0.04% | 125 |
|
|
2023
Q3 | $916K | Buy |
15,201
+1,526
| +11% | +$92K | 0.04% | 127 |
|
|
2023
Q2 | $848K | Buy |
13,675
+322
| +2% | +$20K | 0.04% | 132 |
|
|
2023
Q1 | $800K | Sell |
13,353
-2,585
| -16% | -$155K | 0.04% | 133 |
|
|
2022
Q4 | $1.03M | Sell |
15,938
-38
| -0.2% | -$2.46K | 0.05% | 109 |
|
|
2022
Q3 | $980K | Buy |
15,976
+862
| +6% | +$52.9K | 0.05% | 112 |
|
|
2022
Q2 | $991K | Sell |
15,114
-332
| -2% | -$21.8K | 0.05% | 111 |
|
|
2022
Q1 | $1.23M | Buy |
15,446
+1,672
| +12% | +$133K | 0.06% | 112 |
|
|
2021
Q4 | $1.06M | Buy |
13,774
+2,462
| +22% | +$189K | 0.05% | 123 |
|
|
2021
Q3 | $748K | Buy |
11,312
+4
| +0% | +$264 | 0.04% | 136 |
|
|
2021
Q2 | $792K | Buy |
11,308
+1,203
| +12% | +$84.3K | 0.04% | 130 |
|
|
2021
Q1 | $659K | Buy |
10,105
+4,404
| +77% | +$287K | 0.04% | 140 |
|
|
2020
Q4 | $322K | Sell |
5,701
-3
| -0.1% | -$169 | 0.02% | 205 |
|
|
2020
Q3 | $264K | Buy |
+5,704
| New | +$264K | 0.02% | 200 |
|
|
2020
Q1 | – | Sell |
-3,947
| Closed | -$222K | – | 211 |
|
|
2019
Q4 | $222K | Buy |
+3,947
| New | +$222K | 0.02% | 199 |
|
|
2015
Q2 | – | Sell |
-5,424
| Closed | -$232K | – | 153 |
|
|
2015
Q1 | $232K | Sell |
5,424
-10,940
| -67% | -$468K | 0.03% | 128 |
|
|
2014
Q4 | $782K | Sell |
16,364
-294,755
| -95% | -$14.1M | 0.12% | 76 |
|
|
2014
Q3 | $15.4M | Buy |
311,119
+118,055
| +61% | +$5.83M | 2.43% | 20 |
|
|
2014
Q2 | $9.93M | Buy |
193,064
+179,762
| +1,351% | +$9.24M | 1.59% | 30 |
|
|
2014
Q1 | $625K | Hold |
13,302
| – | – | 0.11% | 69 |
|
|
2013
Q4 | $627K | Sell |
13,302
-200
| -1% | -$9.43K | 0.12% | 66 |
|
|
2013
Q3 | $607K | Sell |
13,502
-5,124
| -28% | -$230K | 0.13% | 59 |
|
|
2013
Q2 | $748K | Buy |
+18,626
| New | +$748K | 0.17% | 57 |
|