Juncture Wealth Strategies’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,685
Closed -$310K 137
2024
Q4
$310K Sell
5,685
-142
-2% -$8.63K 0.12% 104
2024
Q3
$377K Sell
5,827
-1,200
-17% -$81.5K 0.15% 86
2024
Q2
$469K Sell
7,027
-2,200
-24% -$156K 0.2% 68
2024
Q1
$635K Sell
9,227
-599
-6% -$39.3K 0.27% 51
2023
Q4
$662K Buy
9,826
+200
+2% +$13.3K 0.3% 60
2023
Q3
$633K Hold
9,626
0.31% 68
2023
Q2
$555K Buy
9,626
+599
+7% +$36.2K 0.26% 78
2023
Q1
$533K Buy
9,027
+3,351
+59% +$206K 0.26% 74
2022
Q4
$352K Sell
5,676
-4,600
-45% -$263K 0.17% 86
2022
Q3
$478K Buy
10,276
+976
+10% +$49K 0.24% 70
2022
Q2
$490K Buy
9,300
+300
+3% +$16K 0.24% 67
2022
Q1
$455K Buy
9,000
+500
+6% +$27.1K 0.22% 84
2021
Q4
$420K Buy
8,500
+1,800
+27% +$89.6K 0.2% 93
2021
Q3
$321K Buy
6,700
+1,224
+22% +$54.3K 0.17% 93
2021
Q2
$242K Buy
5,476
+776
+17% +$36.3K 0.14% 99
2021
Q1
$221K Buy
+4,700
New +$214K 0.14% 96
2019
Q4
Sell
-7,100
Closed -$369K 103
2019
Q3
$369K Buy
7,100
+800
+13% +$41.5K 0.32% 77
2019
Q2
$351K Buy
6,300
+1,000
+19% +$54.6K 0.28% 88
2019
Q1
$295K Buy
5,300
+800
+18% +$44.5K 0.23% 97
2018
Q4
$235K Sell
4,500
-1,700
-27% -$97.4K 0.16% 95
2018
Q3
$399K Sell
6,200
-2,600
-30% -$163K 0.21% 86
2018
Q2
$533K Buy
8,800
+500
+6% +$30.6K 0.29% 68
2018
Q1
$479K Sell
8,300
-500
-6% -$28.6K 0.27% 69
2017
Q4
$486K Buy
8,800
+3,200
+57% +$177K 0.27% 70
2017
Q3
$300K Sell
5,600
-8,100
-59% -$416K 0.17% 75
2017
Q2
$679K Buy
13,700
+300
+2% +$15.4K 0.39% 59
2017
Q1
$676K Sell
13,400
-500
-4% -$25.3K 0.42% 56
2016
Q4
$708K Sell
13,900
-100
-0.7% -$4.82K 0.49% 47
2016
Q3
$668K Buy
14,000
+4,200
+43% +$201K 0.45% 54
2016
Q2
$471K Buy
9,800
+1,600
+20% +$76.6K 0.34% 61
2016
Q1
$372K Sell
8,200
-900
-10% -$39.6K 0.27% 70
2015
Q4
$409K Sell
9,100
-1,800
-17% -$87.2K 0.31% 66
2015
Q3
$487K Sell
10,900
-2,100
-16% -$99K 0.39% 62
2015
Q2
$639K Sell
13,000
-1,800
-12% -$93.2K 0.52% 47
2015
Q1
$735K Sell
14,800
-20,942
-59% -$1.07M 0.6% 40
2014
Q4
$1.83M Buy
+35,742
New +$2.02M 0.88% 28

Other funds holding TTE

Juncture Wealth Strategies's TTE Position: Q1 2025 in Review

Juncture Wealth Strategies sold out of TotalEnergies (TTE) in Q1 2025, closing a stake of 5,685 shares — an estimated $310K sold.

Juncture Wealth Strategies first reported a position in TTE in Q4 2014 and held it in 36 quarters. The position peaked at $1.83M in Q4 2014. 825 funds tracked by Wall St. Rank hold TTE as of Q1 2025.

  • Juncture Wealth Strategies reported no remaining TotalEnergies position as of Q1 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 5,685 TotalEnergies shares in Q1 2025, an estimated $310K.
  • Juncture Wealth Strategies first reported a position in TotalEnergies in Q4 2014 and held it in 36 quarters.
  • Juncture Wealth Strategies's TotalEnergies position peaked at $1.83M in Q4 2014.
  • 825 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2025.

Based on Juncture Wealth Strategies's 13F filing for Q1 2025, filed 10 Apr 2025.