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 |
|