Oakworth Capital’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 | – | Sell |
-300
| Closed | -$18K | – | 704 |
|
|
2025
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 473 |
|
|
2024
Q4 | $16K | Hold |
300
| – | – | ﹤0.01% | 480 |
|
|
2024
Q3 | $19K | Sell |
300
-186
| -38% | -$11.8K | ﹤0.01% | 456 |
|
|
2024
Q2 | $26.7K | Hold |
486
| – | – | ﹤0.01% | 417 |
|
|
2024
Q1 | $29.3K | Hold |
486
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $31.4K | Buy |
486
+48
| +11% | +$3.1K | ﹤0.01% | 372 |
|
|
2023
Q3 | $26.4K | Sell |
438
-112
| -20% | -$6.75K | ﹤0.01% | 364 |
|
|
2023
Q2 | $34.1K | Buy |
550
+300
| +120% | +$18.6K | ﹤0.01% | 347 |
|
|
2023
Q1 | $15K | Hold |
250
| – | – | ﹤0.01% | 400 |
|
|
2022
Q4 | $16.2K | Hold |
250
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $15K | Hold |
250
| – | – | ﹤0.01% | 411 |
|
|
2022
Q2 | $16K | Hold |
250
| – | – | ﹤0.01% | 405 |
|
|
2022
Q1 | $20K | Hold |
250
| – | – | ﹤0.01% | 386 |
|
|
2021
Q4 | $19K | Hold |
250
| – | – | ﹤0.01% | 427 |
|
|
2021
Q3 | $17K | Hold |
250
| – | – | ﹤0.01% | 427 |
|
|
2021
Q2 | $18K | Hold |
250
| – | – | ﹤0.01% | 419 |
|
|
2021
Q1 | $16K | Sell |
250
-30
| -11% | -$1.92K | ﹤0.01% | 418 |
|
|
2020
Q4 | $16K | Hold |
280
| – | – | ﹤0.01% | 387 |
|
|
2020
Q3 | $13K | Hold |
280
| – | – | ﹤0.01% | 408 |
|
|
2020
Q2 | $12K | Hold |
280
| – | – | ﹤0.01% | 390 |
|
|
2020
Q1 | $12K | Hold |
280
| – | – | ﹤0.01% | 368 |
|
|
2019
Q4 | $16K | Hold |
280
| – | – | ﹤0.01% | 393 |
|
|
2019
Q3 | $16K | Hold |
280
| – | – | ﹤0.01% | 400 |
|
|
2019
Q2 | $16K | Hold |
280
| – | – | ﹤0.01% | 448 |
|
|
2019
Q1 | $15K | Hold |
280
| – | – | ﹤0.01% | 415 |
|
|
2018
Q4 | $14K | Hold |
280
| – | – | ﹤0.01% | 413 |
|
|
2018
Q3 | $17K | Hold |
280
| – | – | ﹤0.01% | 414 |
|
|
2018
Q2 | $16K | Hold |
280
| – | – | ﹤0.01% | 425 |
|
|
2018
Q1 | $16K | Hold |
280
| – | – | ﹤0.01% | 400 |
|
|
2017
Q4 | $16K | Hold |
280
| – | – | ﹤0.01% | 406 |
|
|
2017
Q3 | $15K | Hold |
280
| – | – | ﹤0.01% | 435 |
|
|
2017
Q2 | $14K | Hold |
280
| – | – | ﹤0.01% | 436 |
|
|
2017
Q1 | $14K | Hold |
280
| – | – | ﹤0.01% | 427 |
|
|
2016
Q4 | $13K | Buy |
280
+250
| +833% | +$11.6K | ﹤0.01% | 429 |
|
|
2016
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 598 |
|
|
2016
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 579 |
|
|
2016
Q1 | $1K | Sell |
30
-124
| -81% | -$4.13K | ﹤0.01% | 533 |
|
|
2015
Q4 | $6K | Hold |
154
| – | – | ﹤0.01% | 402 |
|
|
2015
Q3 | $6K | Hold |
154
| – | – | ﹤0.01% | 335 |
|
|
2015
Q2 | $6K | Hold |
154
| – | – | ﹤0.01% | 342 |
|
|
2015
Q1 | $7K | Sell |
154
-286
| -65% | -$13K | ﹤0.01% | 343 |
|
|
2014
Q4 | $21K | Buy |
440
+30
| +7% | +$1.43K | 0.01% | 264 |
|
|
2014
Q3 | $22K | Hold |
410
| – | – | 0.01% | 219 |
|
|
2014
Q2 | $21K | Hold |
410
| – | – | 0.01% | 228 |
|
|
2014
Q1 | $19K | Hold |
410
| – | – | 0.01% | 232 |
|
|
2013
Q4 | $19K | Buy |
+410
| New | +$19K | 0.01% | 217 |
|