Lorne Steinberg Wealth Management’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 | $11M | Buy |
149,177
+335
| +0.2% | +$24.7K | 2.87% | 6 |
|
|
2025
Q1 | $8.93M | Buy |
148,842
+1,400
| +0.9% | +$84K | 2.6% | 10 |
|
|
2024
Q4 | $7.84M | Buy |
147,442
+8,074
| +6% | +$429K | 2.27% | 17 |
|
|
2024
Q3 | $8.81M | Buy |
139,368
+6,703
| +5% | +$424K | 2.55% | 9 |
|
|
2024
Q2 | $7.29M | Sell |
132,665
-1,909
| -1% | -$105K | 2.35% | 13 |
|
|
2024
Q1 | $8.12M | Buy |
134,574
+3,149
| +2% | +$190K | 2.54% | 8 |
|
|
2023
Q4 | $8.49M | Buy |
131,425
+3,780
| +3% | +$244K | 2.85% | 4 |
|
|
2023
Q3 | $7.73M | Buy |
127,645
+7,116
| +6% | +$431K | 2.97% | 5 |
|
|
2023
Q2 | $7.47M | Buy |
120,529
+7,208
| +6% | +$447K | 2.82% | 4 |
|
|
2023
Q1 | $6.78M | Buy |
113,321
+17,425
| +18% | +$1.04M | 2.71% | 6 |
|
|
2022
Q4 | $6.21M | Buy |
95,896
+3,368
| +4% | +$218K | 2.67% | 10 |
|
|
2022
Q3 | $5.72M | Buy |
92,528
+763
| +0.8% | +$47.2K | 2.78% | 9 |
|
|
2022
Q2 | $6.01M | Buy |
91,765
+120
| +0.1% | +$7.86K | 2.83% | 8 |
|
|
2022
Q1 | $7.28M | Buy |
91,645
+6,207
| +7% | +$493K | 3.36% | 6 |
|
|
2021
Q4 | $6.54M | Buy |
85,438
+878
| +1% | +$67.2K | 2.81% | 9 |
|
|
2021
Q3 | $5.57M | Buy |
84,560
+360
| +0.4% | +$23.7K | 2.69% | 13 |
|
|
2021
Q2 | $5.9M | Buy |
84,200
+1,704
| +2% | +$119K | 2.9% | 9 |
|
|
2021
Q1 | $5.38M | Buy |
82,496
+7,571
| +10% | +$493K | 2.85% | 12 |
|
|
2020
Q4 | $4.25M | Buy |
+74,925
| New | +$4.25M | 2.64% | 15 |
|