Jones Financial Companies’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 | $2.7M | Buy |
37,156
+4,933
| +15% | +$358K | ﹤0.01% | 678 |
|
|
2025
Q1 | $1.94M | Buy |
32,223
+10,990
| +52% | +$663K | ﹤0.01% | 662 |
|
|
2024
Q4 | $1.13M | Buy |
21,233
+9,601
| +83% | +$511K | ﹤0.01% | 712 |
|
|
2024
Q3 | $737K | Buy |
11,632
+6,205
| +114% | +$393K | ﹤0.01% | 695 |
|
|
2024
Q2 | $298K | Buy |
5,427
+3,806
| +235% | +$209K | ﹤0.01% | 707 |
|
|
2024
Q1 | $97.9K | Buy |
1,621
+52
| +3% | +$3.14K | ﹤0.01% | 597 |
|
|
2023
Q4 | $101K | Buy |
1,569
+1,213
| +341% | +$78.4K | ﹤0.01% | 402 |
|
|
2023
Q3 | $21.5K | Hold |
356
| – | – | ﹤0.01% | 425 |
|
|
2023
Q2 | $22.1K | Hold |
356
| – | – | ﹤0.01% | 413 |
|
|
2023
Q1 | $21.3K | Buy |
356
+123
| +53% | +$7.37K | ﹤0.01% | 419 |
|
|
2022
Q4 | $15K | Buy |
233
+111
| +91% | +$7.15K | ﹤0.01% | 442 |
|
|
2022
Q3 | $7K | Buy |
122
+95
| +352% | +$5.45K | ﹤0.01% | 460 |
|
|
2022
Q2 | $2K | Sell |
27
-457
| -94% | -$33.9K | ﹤0.01% | 601 |
|
|
2022
Q1 | $38K | Buy |
+484
| New | +$38K | ﹤0.01% | 377 |
|