Orion Portfolio Solutions’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
Q1 | $1.28M | Buy |
21,346
+6,321
| +42% | +$379K | 0.01% | 946 |
|
|
2024
Q4 | $800K | Sell |
15,025
-4,838
| -24% | -$258K | 0.01% | 1157 |
|
|
2024
Q3 | $1.26M | Buy |
19,863
+8,152
| +70% | +$516K | 0.01% | 925 |
|
|
2024
Q2 | $644K | Sell |
11,711
-2,071
| -15% | -$114K | 0.01% | 1193 |
|
|
2024
Q1 | $832K | Sell |
13,782
-700
| -5% | -$42.3K | 0.01% | 1065 |
|
|
2023
Q4 | $942K | Sell |
14,482
-1,653
| -10% | -$108K | 0.01% | 971 |
|
|
2023
Q3 | $972K | Sell |
16,135
-1,158
| -7% | -$69.8K | 0.01% | 940 |
|
|
2023
Q2 | $1.07M | Sell |
17,293
-387
| -2% | -$24K | 0.01% | 923 |
|
|
2023
Q1 | $1.06M | Buy |
+17,680
| New | +$1.06M | 0.01% | 852 |
|
|
2020
Q3 | – | Sell |
-627
| Closed | -$28K | – | 1865 |
|
|
2020
Q2 | $28K | Hold |
627
| – | – | ﹤0.01% | 860 |
|
|
2020
Q1 | $27K | Buy |
627
+273
| +77% | +$11.8K | ﹤0.01% | 753 |
|
|
2019
Q4 | $20K | Buy |
+354
| New | +$20K | ﹤0.01% | 778 |
|