HBK Sorce Advisory’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 | $207K | Buy |
+2,812
| New | +$207K | 0.01% | 543 |
|
|
2024
Q4 | – | Sell |
-3,468
| Closed | -$219K | – | 602 |
|
|
2024
Q3 | $219K | Buy |
+3,468
| New | +$219K | 0.01% | 521 |
|
|
2024
Q2 | – | Sell |
-3,533
| Closed | -$213K | – | 612 |
|
|
2024
Q1 | $213K | Buy |
3,533
+33
| +0.9% | +$1.99K | 0.01% | 539 |
|
|
2023
Q4 | $226K | Sell |
3,500
-240
| -6% | -$15.5K | 0.01% | 488 |
|
|
2023
Q3 | $225K | Buy |
3,740
+72
| +2% | +$4.34K | 0.01% | 492 |
|
|
2023
Q2 | $227K | Sell |
3,668
-54
| -1% | -$3.35K | 0.01% | 507 |
|
|
2023
Q1 | $223K | Sell |
3,722
-3,292
| -47% | -$197K | 0.01% | 505 |
|
|
2022
Q4 | $454K | Buy |
7,014
+3,515
| +100% | +$228K | 0.01% | 429 |
|
|
2022
Q3 | $215K | Hold |
3,499
| – | – | 0.01% | 439 |
|
|
2022
Q2 | $229K | Hold |
3,499
| – | – | 0.02% | 393 |
|
|
2022
Q1 | $278K | Sell |
3,499
-108
| -3% | -$8.58K | 0.02% | 416 |
|
|
2021
Q4 | $277K | Buy |
3,607
+40
| +1% | +$3.07K | 0.01% | 467 |
|
|
2021
Q3 | $236K | Buy |
+3,567
| New | +$236K | 0.01% | 512 |
|
|
2018
Q4 | – | Sell |
-3,807
| Closed | -$231K | – | 416 |
|
|
2018
Q3 | $231K | Sell |
3,807
-180
| -5% | -$10.9K | 0.03% | 348 |
|
|
2018
Q2 | $231K | Sell |
3,987
-218
| -5% | -$12.6K | 0.03% | 345 |
|
|
2018
Q1 | $239K | Buy |
+4,205
| New | +$239K | 0.03% | 324 |
|