Heritage Family Offices’s TotalEnergies TTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$639K	Buy	9,956 +7	+0.1%	+$449	0.32%	76
2025 Q1	$644K	Buy	9,949 +758	+8%	+$49K	0.33%	75
2024 Q4	$501K	Sell	9,191 -660	-7%	-$36K	0.25%	86
2024 Q3	$637K	Buy	9,851 +5	+0.1%	+$323	0.33%	69
2024 Q2	$657K	Buy	+9,846	New	+$657K	0.36%	63