Lorne Steinberg Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.8M Buy
158,465
+2,768
+2% +$263K 3.51% 3
2025
Q4
$14.7M Buy
155,697
+1,616
+1% +$136K 3.38% 4
2025
Q3
$12.3M Buy
154,081
+4,904
+3% +$368K 2.97% 6
2025
Q2
$11M Buy
149,177
+335
+0.2% +$21.9K 2.87% 6
2025
Q1
$8.93M Buy
148,842
+1,400
+0.9% +$81.5K 2.6% 10
2024
Q4
$7.84M Buy
147,442
+8,074
+6% +$453K 2.27% 17
2024
Q3
$8.81M Buy
139,368
+6,703
+5% +$396K 2.55% 9
2024
Q2
$7.29M Sell
132,665
-1,909
-1% -$108K 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% +$227K 2.85% 4
2023
Q3
$7.73M Buy
127,645
+7,116
+6% +$444K 2.97% 5
2023
Q2
$7.47M Buy
120,529
+7,208
+6% +$434K 2.82% 4
2023
Q1
$6.78M Buy
113,321
+17,425
+18% +$1.13M 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% +$49.4K 2.78% 9
2022
Q2
$6.01M Buy
91,765
+120
+0.1% +$8.71K 2.83% 8
2022
Q1
$7.28M Buy
91,645
+6,207
+7% +$500K 3.36% 6
2021
Q4
$6.54M Buy
85,438
+878
+1% +$64K 2.81% 9
2021
Q3
$5.57M Buy
84,560
+360
+0.4% +$24K 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% +$462K 2.85% 12
2020
Q4
$4.25M Buy
+74,925
New +$3.8M 2.64% 15

Other funds holding TD