OneDigital Investment Advisors’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 | $634K | Buy |
8,627
+26
| +0.3% | +$1.91K | 0.01% | 817 |
|
|
2025
Q1 | $516K | Sell |
8,601
-195
| -2% | -$11.7K | 0.01% | 846 |
|
|
2024
Q4 | $468K | Sell |
8,796
-99
| -1% | -$5.27K | 0.01% | 917 |
|
|
2024
Q3 | $563K | Sell |
8,895
-606
| -6% | -$38.3K | 0.01% | 892 |
|
|
2024
Q2 | $522K | Buy |
9,501
+373
| +4% | +$20.5K | 0.01% | 885 |
|
|
2024
Q1 | $551K | Hold |
9,128
| – | – | 0.01% | 709 |
|
|
2023
Q4 | $590K | Buy |
9,128
+441
| +5% | +$28.5K | 0.01% | 655 |
|
|
2023
Q3 | $523K | Sell |
8,687
-32
| -0.4% | -$1.93K | 0.01% | 622 |
|
|
2023
Q2 | $541K | Buy |
8,719
+32
| +0.4% | +$1.98K | 0.01% | 612 |
|
|
2023
Q1 | $520K | Sell |
8,687
-200
| -2% | -$12K | 0.01% | 603 |
|
|
2022
Q4 | $576K | Hold |
8,887
| – | – | 0.02% | 485 |
|
|
2022
Q3 | $545K | Buy |
8,887
+1,336
| +18% | +$81.9K | 0.02% | 433 |
|
|
2022
Q2 | $495K | Hold |
7,551
| – | – | 0.02% | 417 |
|
|
2022
Q1 | $600K | Sell |
7,551
-355
| -4% | -$28.2K | 0.02% | 388 |
|
|
2021
Q4 | $606K | Buy |
7,906
+338
| +4% | +$25.9K | 0.02% | 374 |
|
|
2021
Q3 | $501K | Buy |
7,568
+112
| +2% | +$7.41K | 0.02% | 409 |
|
|
2021
Q2 | $522K | Hold |
7,456
| – | – | 0.02% | 395 |
|
|
2021
Q1 | $486K | Hold |
7,456
| – | – | 0.02% | 386 |
|
|
2020
Q4 | $421K | Hold |
7,456
| – | – | 0.02% | 387 |
|
|
2020
Q3 | $345K | Sell |
7,456
-3,000
| -29% | -$139K | 0.02% | 379 |
|
|
2020
Q2 | $466K | Hold |
10,456
| – | – | 0.03% | 322 |
|
|
2020
Q1 | $443K | Buy |
10,456
+743
| +8% | +$31.5K | 0.04% | 293 |
|
|
2019
Q4 | $545K | Hold |
9,713
| – | – | 0.04% | 282 |
|
|
2019
Q3 | $566K | Buy |
9,713
+2,840
| +41% | +$165K | 0.05% | 252 |
|
|
2019
Q2 | $401K | Buy |
+6,873
| New | +$401K | 0.03% | 289 |
|
|
2018
Q4 | – | Sell |
-140
| Closed | -$9K | – | 1274 |
|
|
2018
Q3 | $9K | Hold |
140
| – | – | ﹤0.01% | 857 |
|
|
2018
Q2 | $8K | Hold |
140
| – | – | ﹤0.01% | 1096 |
|
|
2018
Q1 | $8K | Hold |
140
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q4 | $8K | Buy |
+140
| New | +$8K | ﹤0.01% | 1019 |
|
|
2017
Q3 | – | Sell |
-140
| Closed | -$7K | – | 1162 |
|
|
2017
Q2 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 1011 |
|