Kestra Advisory Services’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
$932K Sell
12,684
-128
-1% -$9.4K ﹤0.01% 1522
2025
Q1
$768K Buy
12,812
+94
+0.7% +$5.63K ﹤0.01% 1552
2024
Q4
$677K Buy
12,718
+756
+6% +$40.2K ﹤0.01% 1654
2024
Q3
$757K Sell
11,962
-1,813
-13% -$115K ﹤0.01% 1503
2024
Q2
$681K Buy
13,775
+1,130
+9% +$55.9K ﹤0.01% 1570
2024
Q1
$763K Buy
12,645
+116
+0.9% +$7K 0.01% 1408
2023
Q4
$810K Sell
12,529
-564
-4% -$36.4K 0.01% 1235
2023
Q3
$789K Sell
13,093
-6,367
-33% -$384K 0.01% 1115
2023
Q2
$1.21M Buy
19,460
+94
+0.5% +$5.83K 0.01% 896
2023
Q1
$1.16M Sell
19,366
-12,947
-40% -$776K 0.01% 870
2022
Q4
$2.09M Buy
32,313
+3,563
+12% +$231K 0.02% 726
2022
Q3
$1.76M Buy
28,750
+4,287
+18% +$263K 0.02% 722
2022
Q2
$1.6M Buy
24,463
+5,715
+30% +$375K 0.02% 761
2022
Q1
$1.49M Sell
18,748
-2,217
-11% -$176K 0.02% 786
2021
Q4
$1.61M Buy
20,965
+172
+0.8% +$13.2K 0.02% 772
2021
Q3
$1.38M Buy
20,793
+1,595
+8% +$105K 0.01% 854
2021
Q2
$1.35M Sell
19,198
-477
-2% -$33.4K 0.02% 801
2021
Q1
$1.28M Sell
19,675
-5,792
-23% -$378K 0.02% 771
2020
Q4
$1.44M Buy
25,467
+5,555
+28% +$313K 0.02% 712
2020
Q3
$921K Buy
+19,912
New +$921K 0.02% 645