Kovitz Investment Group Partners’s TC Energy TRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
20,753
+10,117
+95% +$494K ﹤0.01% 801
2025
Q1
$502K Sell
10,636
-2,770
-21% -$131K ﹤0.01% 897
2024
Q4
$624K Buy
13,406
+1,224
+10% +$57K ﹤0.01% 837
2024
Q3
$577K Buy
+12,182
New +$577K ﹤0.01% 731