Kingswood Wealth Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,787
| Closed | -$245K | – | 790 |
|
|
2025
Q1 | $245K | Sell |
3,787
-320
| -8% | -$20.7K | 0.02% | 617 |
|
|
2024
Q4 | $224K | Buy |
+4,107
| New | +$224K | 0.02% | 704 |
|
|
2024
Q3 | – | Sell |
-5,226
| Closed | -$348K | – | 751 |
|
|
2024
Q2 | $348K | Buy |
5,226
+1,619
| +45% | +$108K | 0.03% | 480 |
|
|
2024
Q1 | $248K | Sell |
3,607
-1,059
| -23% | -$72.9K | 0.03% | 535 |
|
|
2023
Q4 | $314K | Buy |
+4,666
| New | +$314K | 0.04% | 459 |
|