Lake Street Advisors Group’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$424K Sell
7,664
-931
-11% -$51.5K 0.02% 361
2024
Q3
$563K Buy
8,595
+181
+2% +$11.9K 0.03% 307
2024
Q2
$568K Buy
8,414
+133
+2% +$8.98K 0.03% 298
2024
Q1
$577K Buy
8,281
+356
+4% +$24.8K 0.03% 316
2023
Q4
$540K Buy
+7,925
New +$540K 0.03% 314
2021
Q3
Sell
-4,874
Closed -$220K 406
2021
Q2
$220K Sell
4,874
-261
-5% -$11.8K 0.02% 295
2021
Q1
$239K Buy
5,135
+347
+7% +$16.2K 0.02% 275
2020
Q4
$201K Buy
+4,788
New +$201K 0.02% 295
2020
Q1
Sell
-3,653
Closed -$202K 284
2019
Q4
$202K Buy
+3,653
New +$202K 0.02% 240
2019
Q2
Sell
-3,827
Closed -$213K 244
2019
Q1
$213K Buy
+3,827
New +$213K 0.02% 207
2018
Q3
Sell
-3,596
Closed -$218K 306
2018
Q2
$218K Sell
3,596
-738
-17% -$44.7K 0.02% 296
2018
Q1
$250K Sell
4,334
-704
-14% -$40.6K 0.03% 250
2017
Q4
$279K Buy
+5,038
New +$279K 0.03% 235