Leavell Investment Management’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 | $254K | Hold |
3,455
| – | – | 0.01% | 516 |
|
|
2025
Q1 | $207K | Buy |
+3,455
| New | +$207K | 0.01% | 536 |
|
|
2024
Q4 | – | Sell |
-3,362
| Closed | -$213K | – | 547 |
|
|
2024
Q3 | $213K | Buy |
+3,362
| New | +$213K | 0.01% | 518 |
|
|
2024
Q2 | – | Sell |
-3,362
| Closed | -$203K | – | 513 |
|
|
2024
Q1 | $203K | Hold |
3,362
| – | – | 0.01% | 469 |
|
|
2023
Q4 | $217K | Hold |
3,362
| – | – | 0.01% | 445 |
|
|
2023
Q3 | $203K | Sell |
3,362
-190
| -5% | -$11.5K | 0.01% | 448 |
|
|
2023
Q2 | $220K | Hold |
3,552
| – | – | 0.01% | 437 |
|
|
2023
Q1 | $213K | Hold |
3,552
| – | – | 0.02% | 436 |
|
|
2022
Q4 | $230K | Hold |
3,552
| – | – | 0.02% | 412 |
|
|
2022
Q3 | $218K | Hold |
3,552
| – | – | 0.02% | 411 |
|
|
2022
Q2 | $233K | Hold |
3,552
| – | – | 0.02% | 405 |
|
|
2022
Q1 | $282K | Hold |
3,552
| – | – | 0.02% | 376 |
|
|
2021
Q4 | $272K | Hold |
3,552
| – | – | 0.02% | 391 |
|
|
2021
Q3 | $235K | Buy |
3,552
+112
| +3% | +$7.41K | 0.02% | 377 |
|
|
2021
Q2 | $224K | Hold |
3,440
| – | – | 0.02% | 375 |
|
|
2021
Q1 | $224K | Buy |
+3,440
| New | +$224K | 0.02% | 375 |
|
|
2020
Q1 | – | Sell |
-6,663
| Closed | -$374K | – | 380 |
|
|
2019
Q4 | $374K | Hold |
6,663
| – | – | 0.04% | 293 |
|
|
2019
Q3 | $388K | Hold |
6,663
| – | – | 0.04% | 289 |
|
|
2019
Q2 | $389K | Hold |
6,663
| – | – | 0.04% | 289 |
|
|
2019
Q1 | $362K | Sell |
6,663
-120
| -2% | -$6.52K | 0.04% | 288 |
|
|
2018
Q4 | $337K | Sell |
6,783
-1,177
| -15% | -$58.5K | 0.04% | 288 |
|
|
2018
Q3 | $484K | Hold |
7,960
| – | – | 0.05% | 261 |
|
|
2018
Q2 | $461K | Hold |
7,960
| – | – | 0.05% | 262 |
|
|
2018
Q1 | $453K | Sell |
7,960
-13,450
| -63% | -$765K | 0.05% | 265 |
|
|
2017
Q4 | $1.25M | Sell |
21,410
-400
| -2% | -$23.4K | 0.15% | 157 |
|
|
2017
Q3 | $1.23M | Sell |
21,810
-225
| -1% | -$12.7K | 0.15% | 156 |
|
|
2017
Q2 | $1.11M | Buy |
22,035
+1,400
| +7% | +$70.5K | 0.14% | 158 |
|
|
2017
Q1 | $1.03M | Buy |
20,635
+1,400
| +7% | +$70.2K | 0.13% | 157 |
|
|
2016
Q4 | $949K | Buy |
19,235
+800
| +4% | +$39.5K | 0.13% | 159 |
|
|
2016
Q3 | $819K | Hold |
18,435
| – | – | 0.12% | 176 |
|
|
2016
Q2 | $791K | Buy |
18,435
+5,925
| +47% | +$254K | 0.12% | 181 |
|
|
2016
Q1 | $540K | Buy |
12,510
+1,200
| +11% | +$51.8K | 0.08% | 218 |
|
|
2015
Q4 | $443K | Buy |
11,310
+150
| +1% | +$5.88K | 0.06% | 245 |
|
|
2015
Q3 | $440K | Sell |
11,160
-300
| -3% | -$11.8K | 0.07% | 245 |
|
|
2015
Q2 | $487K | Buy |
11,460
+750
| +7% | +$31.9K | 0.08% | 239 |
|
|
2015
Q1 | $459K | Buy |
10,710
+1,550
| +17% | +$66.4K | 0.07% | 259 |
|
|
2014
Q4 | $438K | Buy |
9,160
+2,000
| +28% | +$95.6K | 0.07% | 260 |
|
|
2014
Q3 | $354K | Buy |
7,160
+1,190
| +20% | +$58.8K | 0.06% | 282 |
|
|
2014
Q2 | $307K | Buy |
+5,970
| New | +$307K | 0.05% | 315 |
|