LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
2,455
| – | – | ﹤0.01% | 328 |
|
|
2025
Q1 | $120K | Hold |
2,455
| – | – | ﹤0.01% | 317 |
|
|
2024
Q4 | $112K | Hold |
2,455
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $115K | Hold |
2,455
| – | – | ﹤0.01% | 327 |
|
|
2024
Q2 | $98K | Hold |
2,455
| – | – | ﹤0.01% | 338 |
|
|
2024
Q1 | $88.2K | Hold |
2,455
| – | – | ﹤0.01% | 347 |
|
|
2023
Q4 | $96.8K | Sell |
2,455
-550
| -18% | -$21.7K | ﹤0.01% | 349 |
|
|
2023
Q3 | $109K | Buy |
3,005
+550
| +22% | +$19.9K | ﹤0.01% | 347 |
|
|
2023
Q2 | $99.2K | Hold |
2,455
| – | – | ﹤0.01% | 368 |
|
|
2023
Q1 | $95.5K | Hold |
2,455
| – | – | ﹤0.01% | 348 |
|
|
2022
Q4 | $97.9K | Hold |
2,455
| – | – | ﹤0.01% | 347 |
|
|
2022
Q3 | $99K | Hold |
2,455
| – | – | ﹤0.01% | 352 |
|
|
2022
Q2 | $127K | Hold |
2,455
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $139K | Hold |
2,455
| – | – | ﹤0.01% | 343 |
|
|
2021
Q4 | $114K | Hold |
2,455
| – | – | ﹤0.01% | 373 |
|
|
2021
Q3 | $118K | Hold |
2,455
| – | – | ﹤0.01% | 372 |
|
|
2021
Q2 | $122K | Buy |
+2,455
| New | +$122K | ﹤0.01% | 376 |
|
|
2021
Q1 | – | Sell |
-2,455
| Closed | -$100K | – | 672 |
|
|
2020
Q4 | $100K | Hold |
2,455
| – | – | ﹤0.01% | 353 |
|
|
2020
Q3 | $103K | Sell |
2,455
-840
| -25% | -$35.2K | ﹤0.01% | 321 |
|
|
2020
Q2 | $141K | Hold |
3,295
| – | – | ﹤0.01% | 277 |
|
|
2020
Q1 | $146K | Hold |
3,295
| – | – | ﹤0.01% | 263 |
|
|
2019
Q4 | $176K | Hold |
3,295
| – | – | ﹤0.01% | 284 |
|
|
2019
Q3 | $171K | Hold |
3,295
| – | – | ﹤0.01% | 277 |
|
|
2019
Q2 | $163K | Hold |
3,295
| – | – | ﹤0.01% | 279 |
|
|
2019
Q1 | $148K | Hold |
3,295
| – | – | ﹤0.01% | 283 |
|
|
2018
Q4 | $118K | Hold |
3,295
| – | – | ﹤0.01% | 307 |
|
|
2018
Q3 | $133K | Hold |
3,295
| – | – | ﹤0.01% | 315 |
|
|
2018
Q2 | $142K | Hold |
3,295
| – | – | ﹤0.01% | 310 |
|
|
2018
Q1 | $136K | Sell |
3,295
-5,890
| -64% | -$243K | ﹤0.01% | 326 |
|
|
2017
Q4 | $447K | Hold |
9,185
| – | – | 0.01% | 208 |
|
|
2017
Q3 | $454K | Sell |
9,185
-10
| -0.1% | -$494 | 0.01% | 200 |
|
|
2017
Q2 | $470K | Buy |
9,195
+10
| +0.1% | +$511 | 0.01% | 196 |
|
|
2017
Q1 | $424K | Hold |
9,185
| – | – | 0.01% | 201 |
|
|
2016
Q4 | $415K | Hold |
9,185
| – | – | 0.01% | 199 |
|
|
2016
Q3 | $437K | Sell |
9,185
-275
| -3% | -$13.1K | 0.01% | 198 |
|
|
2016
Q2 | $428K | Hold |
9,460
| – | – | 0.01% | 197 |
|
|
2016
Q1 | $372K | Sell |
9,460
-2,250
| -19% | -$88.5K | 0.01% | 200 |
|
|
2015
Q4 | $382K | Sell |
11,710
-26,370
| -69% | -$860K | 0.01% | 219 |
|
|
2015
Q3 | $1.55M | Hold |
38,080
| – | – | 0.04% | 126 |
|
|
2015
Q2 | $1.55M | Buy |
38,080
+2,580
| +7% | +$105K | 0.04% | 126 |
|
|
2015
Q1 | $1.52M | Buy |
35,500
+8,295
| +30% | +$354K | 0.04% | 132 |
|
|
2014
Q4 | $1.34M | Buy |
27,205
+24,805
| +1,034% | +$1.22M | 0.03% | 137 |
|
|
2014
Q3 | $124K | Buy |
2,400
+150
| +7% | +$7.75K | ﹤0.01% | 320 |
|
|
2014
Q2 | $107K | Hold |
2,250
| – | – | ﹤0.01% | 351 |
|
|
2014
Q1 | $102K | Buy |
+2,250
| New | +$102K | ﹤0.01% | 341 |
|