Legacy Capital Group California’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
Q1 | – | Sell |
-4,582
| Closed | -$244K | – | 359 |
|
|
2024
Q4 | $244K | Sell |
4,582
-6
| -0.1% | -$319 | 0.07% | 280 |
|
|
2024
Q3 | $290K | Sell |
4,588
-7
| -0.2% | -$443 | 0.1% | 236 |
|
|
2024
Q2 | $253K | Buy |
4,595
+322
| +8% | +$17.7K | 0.09% | 259 |
|
|
2024
Q1 | $258K | Buy |
+4,273
| New | +$258K | 0.1% | 247 |
|
|
2023
Q2 | – | Sell |
-16,148
| Closed | -$967K | – | 294 |
|
|
2023
Q1 | $967K | Buy |
+16,148
| New | +$967K | 0.47% | 52 |
|