Mount Yale Investment Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Buy |
14,379
+647
| +5% | +$39.7K | 0.07% | 229 |
|
|
2025
Q1 | $888K | Sell |
13,732
-4,090
| -23% | -$265K | 0.08% | 213 |
|
|
2024
Q4 | $971K | Sell |
17,822
-8,783
| -33% | -$479K | 0.08% | 207 |
|
|
2024
Q3 | $1.72M | Buy |
26,605
+312
| +1% | +$20.2K | 0.17% | 134 |
|
|
2024
Q2 | $1.75M | Buy |
26,293
+98
| +0.4% | +$6.54K | 0.14% | 140 |
|
|
2024
Q1 | $1.8M | Buy |
26,195
+4,217
| +19% | +$290K | 0.14% | 144 |
|
|
2023
Q4 | $1.48M | Sell |
21,978
-360
| -2% | -$24.3K | 0.14% | 151 |
|
|
2023
Q3 | $1.47M | Buy |
22,338
+477
| +2% | +$31.4K | 0.16% | 137 |
|
|
2023
Q2 | $1.26M | Buy |
21,861
+857
| +4% | +$49.4K | 0.13% | 156 |
|
|
2023
Q1 | $1.24M | Sell |
21,004
-7,168
| -25% | -$423K | 0.14% | 153 |
|
|
2022
Q4 | $1.75M | Buy |
28,172
+780
| +3% | +$48.4K | 0.2% | 114 |
|
|
2022
Q3 | $1.27M | Buy |
27,392
+794
| +3% | +$36.9K | 0.17% | 130 |
|
|
2022
Q2 | $1.4M | Buy |
26,598
+5,116
| +24% | +$269K | 0.18% | 132 |
|
|
2022
Q1 | $1.09M | Buy |
21,482
+9,298
| +76% | +$470K | 0.12% | 182 |
|
|
2021
Q4 | $603K | Buy |
12,184
+984
| +9% | +$48.7K | 0.06% | 264 |
|
|
2021
Q3 | $537K | Buy |
+11,200
| New | +$537K | 0.06% | 270 |
|
|
2020
Q3 | – | Sell |
-5,364
| Closed | -$206K | – | 372 |
|
|
2020
Q2 | $206K | Buy |
+5,364
| New | +$206K | 0.04% | 305 |
|
|
2020
Q1 | – | Sell |
-7,394
| Closed | -$359K | – | 331 |
|
|
2019
Q4 | $359K | Sell |
7,394
-711
| -9% | -$34.5K | 0.06% | 254 |
|
|
2019
Q3 | $439K | Buy |
+8,105
| New | +$439K | 0.08% | 213 |
|
|
2018
Q4 | – | Sell |
-7,147
| Closed | -$424K | – | 754 |
|
|
2018
Q3 | $424K | Buy |
7,147
+1,469
| +26% | +$87.1K | 0.07% | 207 |
|
|
2018
Q2 | $344K | Buy |
5,678
+3,666
| +182% | +$222K | 0.07% | 234 |
|
|
2018
Q1 | $116K | Buy |
+2,012
| New | +$116K | 0.02% | 409 |
|