IFP Advisors’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 | $77.2K | Sell |
1,051
-361
| -26% | -$26.5K | ﹤0.01% | 1798 |
|
2025
Q1 | $84.6K | Sell |
1,412
-867
| -38% | -$52K | ﹤0.01% | 1620 |
|
2024
Q4 | $121K | Buy |
2,279
+1,791
| +367% | +$95.4K | ﹤0.01% | 1376 |
|
2024
Q3 | $30.9K | Buy |
488
+72
| +17% | +$4.56K | ﹤0.01% | 1952 |
|
2024
Q2 | $22.9K | Sell |
416
-2
| -0.5% | -$110 | ﹤0.01% | 2020 |
|
2024
Q1 | $25.2K | Buy |
418
+79
| +23% | +$4.77K | ﹤0.01% | 1870 |
|
2023
Q4 | $21.9K | Sell |
339
-667
| -66% | -$43.1K | ﹤0.01% | 1870 |
|
2023
Q3 | $60.6K | Hold |
1,006
| – | – | ﹤0.01% | 1477 |
|
2023
Q2 | $62.4K | Sell |
1,006
-47
| -4% | -$2.91K | ﹤0.01% | 1519 |
|
2023
Q1 | $61K | Sell |
1,053
-1,348
| -56% | -$78.1K | ﹤0.01% | 1476 |
|
2022
Q4 | $140K | Sell |
2,401
-353
| -13% | -$20.6K | ﹤0.01% | 1554 |
|
2022
Q3 | $172K | Buy |
2,754
+262
| +11% | +$16.4K | ﹤0.01% | 1504 |
|
2022
Q2 | $158K | Hold |
2,492
| – | – | 0.01% | 1421 |
|
2022
Q1 | $158K | Buy |
2,492
+1,308
| +110% | +$82.9K | 0.01% | 1421 |
|
2021
Q4 | $91K | Sell |
1,184
-32
| -3% | -$2.46K | ﹤0.01% | 1283 |
|
2021
Q3 | $80K | Buy |
1,216
+32
| +3% | +$2.11K | ﹤0.01% | 1345 |
|
2021
Q2 | $83K | Buy |
1,184
+431
| +57% | +$30.2K | ﹤0.01% | 1319 |
|
2021
Q1 | $49K | Hold |
753
| – | – | ﹤0.01% | 1479 |
|
2020
Q4 | $42K | Hold |
753
| – | – | ﹤0.01% | 1508 |
|
2020
Q3 | $34K | Hold |
753
| – | – | ﹤0.01% | 1424 |
|
2020
Q2 | $33K | Sell |
753
-324
| -30% | -$14.2K | ﹤0.01% | 1384 |
|
2020
Q1 | $46K | Buy |
1,077
+139
| +15% | +$5.94K | ﹤0.01% | 1159 |
|
2019
Q4 | $53K | Sell |
938
-1,336
| -59% | -$75.5K | ﹤0.01% | 1226 |
|
2019
Q3 | $132K | Buy |
+2,274
| New | +$132K | 0.01% | 927 |
|
2019
Q1 | $237K | Sell |
4,366
-5,170
| -54% | -$281K | 0.03% | 430 |
|
2018
Q4 | $472K | Buy |
9,536
+138
| +1% | +$6.83K | 0.03% | 578 |
|
2018
Q3 | $571K | Sell |
9,398
-63
| -0.7% | -$3.83K | 0.02% | 624 |
|
2018
Q2 | $547K | Sell |
9,461
-6,330
| -40% | -$366K | 0.02% | 621 |
|
2018
Q1 | $925K | Hold |
15,791
| – | – | 0.04% | 415 |
|
2017
Q4 | $925K | Buy |
15,791
+2,896
| +22% | +$170K | 0.04% | 414 |
|
2017
Q3 | $726K | Buy |
12,895
+1,753
| +16% | +$98.7K | 0.03% | 546 |
|
2017
Q2 | $561K | Buy |
11,142
+1,448
| +15% | +$72.9K | 0.02% | 636 |
|
2017
Q1 | $486K | Buy |
9,694
+618
| +7% | +$31K | 0.02% | 692 |
|
2016
Q4 | $448K | Buy |
9,076
+503
| +6% | +$24.8K | 0.02% | 663 |
|
2016
Q3 | $381K | Buy |
8,573
+203
| +2% | +$9.02K | 0.02% | 686 |
|
2016
Q2 | $359K | Buy |
8,370
+4,004
| +92% | +$172K | 0.02% | 687 |
|
2016
Q1 | $237K | Sell |
4,366
-3,584
| -45% | -$195K | 0.03% | 430 |
|
2015
Q4 | $311K | Buy |
+7,950
| New | +$311K | 0.02% | 645 |
|