LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.5K | Hold |
1,555
| – | – | ﹤0.01% | 348 |
|
|
2025
Q1 | $91.3K | Hold |
1,555
| – | – | ﹤0.01% | 338 |
|
|
2024
Q4 | $91.6K | Hold |
1,555
| – | – | ﹤0.01% | 351 |
|
|
2024
Q3 | $101K | Hold |
1,555
| – | – | ﹤0.01% | 338 |
|
|
2024
Q2 | $106K | Sell |
1,555
-100
| -6% | -$6.83K | ﹤0.01% | 329 |
|
|
2024
Q1 | $120K | Hold |
1,655
| – | – | ﹤0.01% | 315 |
|
|
2023
Q4 | $108K | Sell |
1,655
-122
| -7% | -$7.95K | ﹤0.01% | 340 |
|
|
2023
Q3 | $122K | Hold |
1,777
| – | – | ﹤0.01% | 332 |
|
|
2023
Q2 | $102K | Buy |
1,777
+122
| +7% | +$7.03K | ﹤0.01% | 363 |
|
|
2023
Q1 | $97.7K | Sell |
1,655
-100
| -6% | -$5.91K | ﹤0.01% | 346 |
|
|
2022
Q4 | $109K | Hold |
1,755
| – | – | ﹤0.01% | 334 |
|
|
2022
Q3 | $82K | Hold |
1,755
| – | – | ﹤0.01% | 368 |
|
|
2022
Q2 | $92K | Sell |
1,755
-120
| -6% | -$6.29K | ﹤0.01% | 365 |
|
|
2022
Q1 | $95K | Hold |
1,875
| – | – | ﹤0.01% | 378 |
|
|
2021
Q4 | $93K | Sell |
1,875
-2,750
| -59% | -$136K | ﹤0.01% | 395 |
|
|
2021
Q3 | $222K | Hold |
4,625
| – | – | ﹤0.01% | 294 |
|
|
2021
Q2 | $209K | Hold |
4,625
| – | – | ﹤0.01% | 312 |
|
|
2021
Q1 | $215K | Buy |
4,625
+500
| +12% | +$23.2K | ﹤0.01% | 288 |
|
|
2020
Q4 | $173K | Buy |
4,125
+720
| +21% | +$30.2K | ﹤0.01% | 291 |
|
|
2020
Q3 | $117K | Sell |
3,405
-915
| -21% | -$31.4K | ﹤0.01% | 308 |
|
|
2020
Q2 | $166K | Hold |
4,320
| – | – | ﹤0.01% | 263 |
|
|
2020
Q1 | $161K | Hold |
4,320
| – | – | ﹤0.01% | 251 |
|
|
2019
Q4 | $239K | Hold |
4,320
| – | – | ﹤0.01% | 260 |
|
|
2019
Q3 | $225K | Hold |
4,320
| – | – | ﹤0.01% | 255 |
|
|
2019
Q2 | $241K | Sell |
4,320
-850
| -16% | -$47.4K | ﹤0.01% | 245 |
|
|
2019
Q1 | $288K | Hold |
5,170
| – | – | ﹤0.01% | 229 |
|
|
2018
Q4 | $270K | Hold |
5,170
| – | – | ﹤0.01% | 230 |
|
|
2018
Q3 | $333K | Hold |
5,170
| – | – | 0.01% | 227 |
|
|
2018
Q2 | $313K | Hold |
5,170
| – | – | 0.01% | 237 |
|
|
2018
Q1 | $298K | Hold |
5,170
| – | – | 0.01% | 235 |
|
|
2017
Q4 | $286K | Hold |
5,170
| – | – | 0.01% | 242 |
|
|
2017
Q3 | $277K | Sell |
5,170
-75
| -1% | -$4.02K | 0.01% | 249 |
|
|
2017
Q2 | $266K | Buy |
5,245
+75
| +1% | +$3.8K | 0.01% | 246 |
|
|
2017
Q1 | $261K | Buy |
5,170
+900
| +21% | +$45.4K | 0.01% | 248 |
|
|
2016
Q4 | $218K | Buy |
4,270
+105
| +3% | +$5.36K | ﹤0.01% | 256 |
|
|
2016
Q3 | $199K | Hold |
4,165
| – | – | ﹤0.01% | 260 |
|
|
2016
Q2 | $200K | Hold |
4,165
| – | – | ﹤0.01% | 254 |
|
|
2016
Q1 | $189K | Buy |
4,165
+915
| +28% | +$41.5K | ﹤0.01% | 245 |
|
|
2015
Q4 | $146K | Buy |
3,250
+150
| +5% | +$6.74K | ﹤0.01% | 297 |
|
|
2015
Q3 | $152K | Hold |
3,100
| – | – | ﹤0.01% | 305 |
|
|
2015
Q2 | $152K | Hold |
3,100
| – | – | ﹤0.01% | 305 |
|
|
2015
Q1 | $154K | Hold |
3,100
| – | – | ﹤0.01% | 315 |
|
|
2014
Q4 | $159K | Hold |
3,100
| – | – | ﹤0.01% | 307 |
|
|
2014
Q3 | $200K | Hold |
3,100
| – | – | 0.01% | 266 |
|
|
2014
Q2 | $224K | Hold |
3,100
| – | – | 0.01% | 264 |
|
|
2014
Q1 | $203K | Hold |
3,100
| – | – | 0.01% | 265 |
|
|
2013
Q4 | $190K | Hold |
3,100
| – | – | 0.01% | 261 |
|
|
2013
Q3 | $180K | Buy |
3,100
+1,000
| +48% | +$58.1K | 0.01% | 253 |
|
|
2013
Q2 | $102K | Buy |
+2,100
| New | +$102K | ﹤0.01% | 321 |
|