Montag & Associates’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4K | Hold |
231
| – | – | ﹤0.01% | 703 |
|
|
2025
Q1 | $15.1K | Buy |
231
+8
| +4% | +$523 | ﹤0.01% | 744 |
|
|
2024
Q4 | $12.5K | Sell |
223
-226
| -50% | -$12.6K | ﹤0.01% | 761 |
|
|
2024
Q3 | $29.3K | Hold |
449
| – | – | ﹤0.01% | 690 |
|
|
2024
Q2 | $30.3K | Hold |
449
| – | – | ﹤0.01% | 664 |
|
|
2024
Q1 | $31.2K | Buy |
449
+86
| +24% | +$5.98K | ﹤0.01% | 649 |
|
|
2023
Q4 | $24.7K | Sell |
363
-16
| -4% | -$1.09K | ﹤0.01% | 673 |
|
|
2023
Q3 | $25.2K | Hold |
379
| – | – | ﹤0.01% | 641 |
|
|
2023
Q2 | $22.1K | Buy |
379
+16
| +4% | +$934 | ﹤0.01% | 660 |
|
|
2023
Q1 | $21.7K | Hold |
363
| – | – | ﹤0.01% | 653 |
|
|
2022
Q4 | $22.8K | Buy |
363
+117
| +48% | +$7.34K | ﹤0.01% | 649 |
|
|
2022
Q3 | $12K | Hold |
246
| – | – | ﹤0.01% | 721 |
|
|
2022
Q2 | $13K | Hold |
246
| – | – | ﹤0.01% | 681 |
|
|
2022
Q1 | $12K | Hold |
246
| – | – | ﹤0.01% | 711 |
|
|
2021
Q4 | $12K | Hold |
246
| – | – | ﹤0.01% | 716 |
|
|
2021
Q3 | $12K | Hold |
246
| – | – | ﹤0.01% | 717 |
|
|
2021
Q2 | $11K | Sell |
246
-700
| -74% | -$31.3K | ﹤0.01% | 724 |
|
|
2021
Q1 | $44K | Hold |
946
| – | – | ﹤0.01% | 575 |
|
|
2020
Q4 | $40K | Buy |
+946
| New | +$40K | ﹤0.01% | 563 |
|
|
2014
Q3 | – | Sell |
-3,500
| Closed | -$253K | – | 246 |
|
|
2014
Q2 | $253K | Hold |
3,500
| – | – | 0.04% | 221 |
|
|
2014
Q1 | $230K | Hold |
3,500
| – | – | 0.04% | 216 |
|
|
2013
Q4 | $214K | Hold |
3,500
| – | – | 0.04% | 218 |
|
|
2013
Q3 | $203K | Buy |
+3,500
| New | +$203K | 0.04% | 218 |
|