Legacy Financial Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-12,536
| Closed | -$811K | – | 412 |
|
2025
Q1 | $811K | Buy |
12,536
+148
| +1% | +$9.57K | 0.14% | 129 |
|
2024
Q4 | $675K | Sell |
12,388
-2,333
| -16% | -$127K | 0.11% | 154 |
|
2024
Q3 | $951K | Buy |
14,721
+273
| +2% | +$17.6K | 0.16% | 102 |
|
2024
Q2 | $963K | Buy |
14,448
+583
| +4% | +$38.9K | 0.17% | 92 |
|
2024
Q1 | $954K | Buy |
13,865
+864
| +7% | +$59.5K | 0.17% | 98 |
|
2023
Q4 | $876K | Buy |
13,001
+1,394
| +12% | +$93.9K | 0.17% | 92 |
|
2023
Q3 | $763K | Buy |
11,607
+2,262
| +24% | +$149K | 0.15% | 86 |
|
2023
Q2 | $539K | Buy |
9,345
+739
| +9% | +$42.6K | 0.1% | 130 |
|
2023
Q1 | $508K | Sell |
8,606
-618
| -7% | -$36.5K | 0.1% | 126 |
|
2022
Q4 | $573K | Buy |
9,224
+1,516
| +20% | +$94.1K | 0.12% | 103 |
|
2022
Q3 | $359K | Buy |
7,708
+713
| +10% | +$33.2K | 0.09% | 134 |
|
2022
Q2 | $368K | Buy |
6,995
+991
| +17% | +$52.1K | 0.09% | 124 |
|
2022
Q1 | $303K | Sell |
6,004
-83
| -1% | -$4.19K | 0.07% | 162 |
|
2021
Q4 | $301K | Buy |
+6,087
| New | +$301K | 0.07% | 142 |
|
2019
Q2 | – | Sell |
-2,682
| Closed | -$149K | – | 848 |
|
2019
Q1 | $149K | Buy |
2,682
+864
| +48% | +$48K | 0.05% | 126 |
|
2018
Q4 | $95K | Sell |
1,818
-90
| -5% | -$4.7K | 0.04% | 145 |
|
2018
Q3 | $122K | Buy |
1,908
+28
| +1% | +$1.79K | 0.04% | 154 |
|
2018
Q2 | $117K | Buy |
+1,880
| New | +$117K | 0.04% | 153 |
|
2018
Q1 | – | Sell |
-1,485
| Closed | -$82K | – | 907 |
|
2017
Q4 | $82K | Buy |
+1,485
| New | +$82K | 0.03% | 200 |
|