Lee 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
Q1 | – | Sell |
-8,185
| Closed | -$381K | – | 182 |
|
|
2024
Q4 | $381K | Buy |
8,185
+246
| +3% | +$11.5K | 0.05% | 130 |
|
|
2024
Q3 | $378K | Buy |
+7,939
| New | +$378K | 0.05% | 127 |
|
|
2023
Q1 | – | Sell |
-5,525
| Closed | -$220K | – | 949 |
|
|
2022
Q4 | $220K | Hold |
5,525
| – | – | 0.04% | 142 |
|
|
2022
Q3 | $223K | Hold |
5,525
| – | – | 0.04% | 135 |
|
|
2022
Q2 | $286K | Sell |
5,525
-34
| -0.6% | -$1.76K | 0.05% | 124 |
|
|
2022
Q1 | $314K | Buy |
5,559
+1,009
| +22% | +$57K | 0.06% | 119 |
|
|
2021
Q4 | $212K | Hold |
4,550
| – | – | 0.04% | 140 |
|
|
2021
Q3 | $219K | Sell |
4,550
-153
| -3% | -$7.36K | 0.05% | 137 |
|
|
2021
Q2 | $233K | Hold |
4,703
| – | – | 0.05% | 133 |
|
|
2021
Q1 | $215K | Buy |
4,703
+3,858
| +457% | +$176K | 0.05% | 131 |
|
|
2020
Q4 | $34K | Sell |
845
-165
| -16% | -$6.64K | 0.01% | 238 |
|
|
2020
Q3 | $42K | Buy |
1,010
+533
| +112% | +$22.2K | 0.01% | 250 |
|
|
2020
Q2 | $20K | Sell |
477
-827
| -63% | -$34.7K | 0.01% | 278 |
|
|
2020
Q1 | $58K | Buy |
1,304
+395
| +43% | +$17.6K | 0.02% | 158 |
|
|
2019
Q4 | $48K | Buy |
909
+234
| +35% | +$12.4K | 0.01% | 191 |
|
|
2019
Q3 | $35K | Buy |
+675
| New | +$35K | 0.01% | 212 |
|
|
2018
Q3 | – | Sell |
-87
| Closed | -$4K | – | 702 |
|
|
2018
Q2 | $4K | Hold |
87
| – | – | ﹤0.01% | 662 |
|
|
2018
Q1 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 650 |
|