Legacy Financial Advisors’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 | $290K | Buy |
3,951
+449
| +13% | +$33K | 0.05% | 279 |
|
|
2025
Q1 | $210K | Buy |
+3,502
| New | +$210K | 0.04% | 344 |
|
|
2024
Q4 | – | Sell |
-4,402
| Closed | -$278K | – | 366 |
|
|
2024
Q3 | $278K | Buy |
+4,402
| New | +$278K | 0.05% | 287 |
|
|
2024
Q2 | – | Sell |
-5,871
| Closed | -$354K | – | 357 |
|
|
2024
Q1 | $354K | Sell |
5,871
-288
| -5% | -$17.4K | 0.06% | 221 |
|
|
2023
Q4 | $398K | Buy |
6,159
+1,283
| +26% | +$82.9K | 0.08% | 190 |
|
|
2023
Q3 | $294K | Buy |
+4,876
| New | +$294K | 0.06% | 204 |
|
|
2023
Q1 | – | Sell |
-3,287
| Closed | -$213K | – | 267 |
|
|
2022
Q4 | $213K | Sell |
3,287
-413
| -11% | -$26.7K | 0.05% | 225 |
|
|
2022
Q3 | $227K | Buy |
+3,700
| New | +$227K | 0.05% | 197 |
|
|
2022
Q2 | – | Sell |
-2,811
| Closed | -$223K | – | 254 |
|
|
2022
Q1 | $223K | Buy |
+2,811
| New | +$223K | 0.05% | 219 |
|
|
2019
Q2 | – | Sell |
-2,397
| Closed | -$130K | – | 809 |
|
|
2019
Q1 | $130K | Buy |
2,397
+6
| +0.3% | +$325 | 0.04% | 138 |
|
|
2018
Q4 | $119K | Buy |
2,391
+1,495
| +167% | +$74.4K | 0.05% | 135 |
|
|
2018
Q3 | $54K | Buy |
896
+38
| +4% | +$2.29K | 0.02% | 243 |
|
|
2018
Q2 | $49K | Sell |
858
-3,123
| -78% | -$178K | 0.02% | 255 |
|
|
2018
Q1 | $223K | Sell |
3,981
-9
| -0.2% | -$504 | 0.09% | 103 |
|
|
2017
Q4 | $233K | Buy |
+3,990
| New | +$233K | 0.1% | 100 |
|