JNBA Financial Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3K | Hold |
412
| – | – | ﹤0.01% | 366 |
|
|
2025
Q1 | $26.7K | Hold |
412
| – | – | ﹤0.01% | 345 |
|
|
2024
Q4 | $22.5K | Hold |
412
| – | – | ﹤0.01% | 372 |
|
|
2024
Q3 | $26.6K | Hold |
412
| – | – | ﹤0.01% | 362 |
|
|
2024
Q2 | $27.5K | Hold |
412
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $28.4K | Sell |
412
-6
| -1% | -$413 | ﹤0.01% | 351 |
|
|
2023
Q4 | $28.2K | Hold |
418
| – | – | ﹤0.01% | 354 |
|
|
2023
Q3 | $27.5K | Buy |
418
+84
| +25% | +$5.52K | ﹤0.01% | 348 |
|
|
2023
Q2 | $19.3K | Buy |
334
+125
| +60% | +$7.21K | ﹤0.01% | 392 |
|
|
2023
Q1 | $12.3K | Hold |
209
| – | – | ﹤0.01% | 450 |
|
|
2022
Q4 | $13K | Hold |
209
| – | – | ﹤0.01% | 425 |
|
|
2022
Q3 | $10K | Sell |
209
-333
| -61% | -$15.9K | ﹤0.01% | 463 |
|
|
2022
Q2 | $29K | Buy |
542
+178
| +49% | +$9.52K | ﹤0.01% | 345 |
|
|
2022
Q1 | $18K | Hold |
364
| – | – | ﹤0.01% | 424 |
|
|
2021
Q4 | $18K | Buy |
364
+155
| +74% | +$7.67K | ﹤0.01% | 439 |
|
|
2021
Q3 | $10K | Hold |
209
| – | – | ﹤0.01% | 524 |
|
|
2021
Q2 | $9K | Hold |
209
| – | – | ﹤0.01% | 496 |
|
|
2021
Q1 | $10K | Sell |
209
-107
| -34% | -$5.12K | ﹤0.01% | 470 |
|
|
2020
Q4 | $13K | Sell |
316
-358
| -53% | -$14.7K | ﹤0.01% | 418 |
|
|
2020
Q3 | $23K | Hold |
674
| – | – | ﹤0.01% | 324 |
|
|
2020
Q2 | $26K | Hold |
674
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $25K | Sell |
674
-435
| -39% | -$16.1K | 0.01% | 290 |
|
|
2019
Q4 | $61K | Buy |
1,109
+435
| +65% | +$23.9K | 0.01% | 227 |
|
|
2019
Q3 | $35K | Hold |
674
| – | – | 0.01% | 274 |
|
|
2019
Q2 | $38K | Hold |
674
| – | – | 0.01% | 270 |
|
|
2019
Q1 | $38K | Sell |
674
-55
| -8% | -$3.1K | 0.01% | 259 |
|
|
2018
Q4 | $38K | Buy |
+729
| New | +$38K | 0.01% | 236 |
|
|
2018
Q3 | – | Sell |
-674
| Closed | -$41K | – | 706 |
|
|
2018
Q2 | $41K | Hold |
674
| – | – | 0.01% | 247 |
|
|
2018
Q1 | $39K | Hold |
674
| – | – | 0.01% | 249 |
|
|
2017
Q4 | $37K | Hold |
674
| – | – | 0.01% | 252 |
|
|
2017
Q3 | $36K | Sell |
674
-650
| -49% | -$34.7K | 0.01% | 242 |
|
|
2017
Q2 | $66K | Hold |
1,324
| – | – | 0.02% | 189 |
|
|
2017
Q1 | $67K | Hold |
1,324
| – | – | 0.02% | 182 |
|
|
2016
Q4 | $67K | Sell |
1,324
-2,502
| -65% | -$127K | 0.02% | 184 |
|
|
2016
Q3 | $183K | Buy |
3,826
+2,711
| +243% | +$130K | 0.03% | 238 |
|
|
2016
Q2 | $54K | Hold |
1,115
| – | – | 0.02% | 199 |
|
|
2016
Q1 | $51K | Hold |
1,115
| – | – | 0.02% | 195 |
|
|
2015
Q4 | $50K | Hold |
1,115
| – | – | 0.02% | 194 |
|
|
2015
Q3 | $50K | Sell |
1,115
-23
| -2% | -$1.03K | 0.02% | 187 |
|
|
2015
Q2 | $56K | Hold |
1,138
| – | – | 0.02% | 173 |
|
|
2015
Q1 | $57K | Hold |
1,138
| – | – | 0.02% | 174 |
|
|
2014
Q4 | $58K | Hold |
1,138
| – | – | 0.02% | 173 |
|
|
2014
Q3 | $73K | Hold |
1,138
| – | – | 0.03% | 164 |
|
|
2014
Q2 | $82K | Hold |
1,138
| – | – | 0.04% | 146 |
|
|
2014
Q1 | $75K | Sell |
1,138
-660
| -37% | -$43.5K | 0.04% | 143 |
|
|
2013
Q4 | $110K | Hold |
1,798
| – | – | 0.06% | 112 |
|
|
2013
Q3 | $104K | Sell |
1,798
-23
| -1% | -$1.33K | 0.06% | 113 |
|
|
2013
Q2 | $89K | Buy |
+1,821
| New | +$89K | 0.06% | 115 |
|