Lantz Financial’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 | $356K | Buy |
7,288
+117
| +2% | +$5.71K | 0.09% | 169 |
|
|
2025
Q1 | $339K | Sell |
7,171
-877
| -11% | -$41.4K | 0.09% | 170 |
|
|
2024
Q4 | $374K | Buy |
8,048
+312
| +4% | +$14.5K | 0.1% | 163 |
|
|
2024
Q3 | $368K | Buy |
7,736
+1,020
| +15% | +$48.5K | 0.1% | 162 |
|
|
2024
Q2 | $255K | Sell |
6,716
-1,007
| -13% | -$38.2K | 0.08% | 181 |
|
|
2024
Q1 | $310K | Buy |
7,723
+128
| +2% | +$5.15K | 0.1% | 163 |
|
|
2023
Q4 | $297K | Buy |
7,595
+14
| +0.2% | +$547 | 0.11% | 158 |
|
|
2023
Q3 | $261K | Sell |
7,581
-7
| -0.1% | -$241 | 0.1% | 157 |
|
|
2023
Q2 | $307K | Buy |
7,588
+802
| +12% | +$32.4K | 0.12% | 142 |
|
|
2023
Q1 | $264K | Buy |
6,786
+1,137
| +20% | +$44.2K | 0.11% | 149 |
|
|
2022
Q4 | $225K | Buy |
+5,649
| New | +$225K | 0.1% | 163 |
|
|
2022
Q3 | – | Sell |
-4,651
| Closed | -$241K | – | 176 |
|
|
2022
Q2 | $241K | Buy |
4,651
+185
| +4% | +$9.59K | 0.11% | 146 |
|
|
2022
Q1 | $252K | Buy |
+4,466
| New | +$252K | 0.1% | 151 |
|