Kestra Private Wealth 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 | $622K | Buy |
8,473
+1,191
| +16% | +$87.5K | 0.01% | 937 |
|
|
2025
Q1 | $436K | Sell |
7,282
-491
| -6% | -$29.4K | 0.01% | 1025 |
|
|
2024
Q4 | $414K | Sell |
7,773
-632
| -8% | -$33.6K | 0.01% | 1008 |
|
|
2024
Q3 | $532K | Sell |
8,405
-918
| -10% | -$58.1K | 0.01% | 851 |
|
|
2024
Q2 | $512K | Buy |
9,323
+58
| +0.6% | +$3.19K | 0.01% | 820 |
|
|
2024
Q1 | $559K | Sell |
9,265
-6,973
| -43% | -$421K | 0.01% | 757 |
|
|
2023
Q4 | $1.05M | Sell |
16,238
-1,806
| -10% | -$117K | 0.03% | 515 |
|
|
2023
Q3 | $1.09M | Buy |
18,044
+2,122
| +13% | +$128K | 0.03% | 442 |
|
|
2023
Q2 | $987K | Buy |
15,922
+2,841
| +22% | +$176K | 0.03% | 443 |
|
|
2023
Q1 | $784K | Buy |
13,081
+8,095
| +162% | +$485K | 0.03% | 478 |
|
|
2022
Q4 | $323K | Buy |
+4,986
| New | +$323K | 0.02% | 649 |
|