IFP Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Sell |
3,630
-41,435
| -92% | -$2.02M | 0.01% | 1330 |
|
|
2025
Q1 | $2.13M | Buy |
45,065
+41,256
| +1,083% | +$1.95M | 0.07% | 344 |
|
|
2024
Q4 | $177K | Buy |
3,809
+249
| +7% | +$11.6K | 0.01% | 1183 |
|
|
2024
Q3 | $169K | Sell |
3,560
-5,663
| -61% | -$269K | 0.01% | 1164 |
|
|
2024
Q2 | $350K | Sell |
9,223
-3,826
| -29% | -$145K | 0.01% | 781 |
|
|
2024
Q1 | $525K | Buy |
13,049
+329
| +3% | +$13.2K | 0.02% | 590 |
|
|
2023
Q4 | $497K | Buy |
12,720
+9,265
| +268% | +$362K | 0.02% | 586 |
|
|
2023
Q3 | $119K | Buy |
3,455
+1,478
| +75% | +$50.9K | 0.01% | 1179 |
|
|
2023
Q2 | $79.9K | Buy |
1,977
+626
| +46% | +$25.3K | ﹤0.01% | 1417 |
|
|
2023
Q1 | $63.3K | Buy |
1,351
+234
| +21% | +$11K | ﹤0.01% | 1455 |
|
|
2022
Q4 | $53K | Sell |
1,117
-909
| -45% | -$43.1K | ﹤0.01% | 2208 |
|
|
2022
Q3 | $96K | Buy |
2,026
+717
| +55% | +$34K | ﹤0.01% | 1881 |
|
|
2022
Q2 | $62K | Hold |
1,309
| – | – | ﹤0.01% | 2005 |
|
|
2022
Q1 | $62K | Buy |
+1,309
| New | +$62K | ﹤0.01% | 2005 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4522 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4311 |
|
|
2021
Q1 | – | Sell |
-109
| Closed | -$4K | – | 4192 |
|
|
2020
Q4 | $4K | Hold |
109
| – | – | ﹤0.01% | 2421 |
|
|
2020
Q3 | $5K | Hold |
109
| – | – | ﹤0.01% | 2183 |
|
|
2020
Q2 | $5K | Sell |
109
-3,896
| -97% | -$179K | ﹤0.01% | 2099 |
|
|
2020
Q1 | $176K | Buy |
4,005
+347
| +9% | +$15.2K | 0.02% | 613 |
|
|
2019
Q4 | $197K | Sell |
3,658
-491
| -12% | -$26.4K | 0.01% | 673 |
|
|
2019
Q3 | $213K | Buy |
+4,149
| New | +$213K | 0.01% | 748 |
|
|
2019
Q1 | $147K | Buy |
3,270
+1,384
| +73% | +$62.2K | 0.02% | 556 |
|
|
2018
Q4 | $68K | Buy |
1,886
+1,476
| +360% | +$53.2K | ﹤0.01% | 1406 |
|
|
2018
Q3 | $17K | Buy |
410
+200
| +95% | +$8.29K | ﹤0.01% | 2526 |
|
|
2018
Q2 | $9K | Sell |
210
-2,341
| -92% | -$100K | ﹤0.01% | 2937 |
|
|
2018
Q1 | $124K | Hold |
2,551
| – | – | 0.01% | 1258 |
|
|
2017
Q4 | $124K | Sell |
2,551
-22,368
| -90% | -$1.09M | 0.01% | 1255 |
|
|
2017
Q3 | $1.23M | Sell |
24,919
-689
| -3% | -$34.1K | 0.05% | 383 |
|
|
2017
Q2 | $1.22M | Buy |
25,608
+811
| +3% | +$38.7K | 0.05% | 372 |
|
|
2017
Q1 | $1.14M | Buy |
24,797
+2,321
| +10% | +$107K | 0.05% | 388 |
|
|
2016
Q4 | $1.02M | Buy |
22,476
+227
| +1% | +$10.3K | 0.05% | 377 |
|
|
2016
Q3 | $1.06M | Sell |
22,249
-100
| -0.4% | -$4.76K | 0.06% | 345 |
|
|
2016
Q2 | $1.01M | Buy |
22,349
+19,079
| +583% | +$863K | 0.06% | 353 |
|
|
2016
Q1 | $147K | Buy |
3,270
+2,884
| +747% | +$130K | 0.02% | 556 |
|
|
2015
Q4 | $13K | Buy |
+386
| New | +$13K | ﹤0.01% | 2428 |
|