O'Shaughnessy Asset Management’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,190
| Closed | -$246K | – | 2401 |
|
|
2024
Q4 | $246K | Sell |
18,190
-70,690
| -80% | -$958K | ﹤0.01% | 1630 |
|
|
2024
Q3 | $1.46M | Sell |
88,880
-48,248
| -35% | -$794K | 0.01% | 762 |
|
|
2024
Q2 | $2.08M | Sell |
137,128
-50,181
| -27% | -$760K | 0.02% | 591 |
|
|
2024
Q1 | $3M | Sell |
187,309
-14,216
| -7% | -$228K | 0.03% | 470 |
|
|
2023
Q4 | $3.59M | Sell |
201,525
-19,356
| -9% | -$344K | 0.05% | 382 |
|
|
2023
Q3 | $3.61M | Sell |
220,881
-50,795
| -19% | -$829K | 0.05% | 347 |
|
|
2023
Q2 | $5.29M | Sell |
271,676
-8,369
| -3% | -$163K | 0.08% | 260 |
|
|
2023
Q1 | $5.56M | Sell |
280,045
-10,700
| -4% | -$212K | 0.09% | 255 |
|
|
2022
Q4 | $5.61M | Sell |
290,745
-15,003
| -5% | -$290K | 0.09% | 242 |
|
|
2022
Q3 | $6.06M | Sell |
305,748
-9,343
| -3% | -$185K | 0.11% | 204 |
|
|
2022
Q2 | $7.02M | Sell |
315,091
-10,159
| -3% | -$226K | 0.13% | 179 |
|
|
2022
Q1 | $8.5M | Buy |
325,250
+164,502
| +102% | +$4.3M | 0.14% | 173 |
|
|
2021
Q4 | $3.79M | Buy |
160,748
+159,698
| +15,209% | +$3.76M | 0.07% | 266 |
|
|
2021
Q3 | $23K | Sell |
1,050
-270,335
| -100% | -$5.92M | ﹤0.01% | 1912 |
|
|
2021
Q2 | $6.09M | Sell |
271,385
-67,176
| -20% | -$1.51M | 0.12% | 166 |
|
|
2021
Q1 | $6.74M | Buy |
+338,561
| New | +$6.74M | 0.15% | 136 |
|
|
2017
Q1 | – | Sell |
-111,808
| Closed | -$1.78M | – | 971 |
|
|
2016
Q4 | $1.78M | Sell |
111,808
-36,040
| -24% | -$574K | 0.04% | 220 |
|
|
2016
Q3 | $2.44M | Sell |
147,848
-149,274
| -50% | -$2.47M | 0.06% | 193 |
|
|
2016
Q2 | $4.79M | Sell |
297,122
-225,274
| -43% | -$3.63M | 0.12% | 132 |
|
|
2016
Q1 | $8.58M | Hold |
522,396
| – | – | 0.22% | 95 |
|
|
2015
Q4 | $7.19M | Sell |
522,396
-263,334
| -34% | -$3.63M | 0.18% | 109 |
|
|
2015
Q3 | $12.3M | Sell |
785,730
-866,436
| -52% | -$13.6M | 0.26% | 91 |
|
|
2015
Q2 | $28.5M | Sell |
1,652,166
-181,942
| -10% | -$3.13M | 0.58% | 52 |
|
|
2015
Q1 | $30.4M | Sell |
1,834,108
-495,492
| -21% | -$8.23M | 0.59% | 49 |
|
|
2014
Q4 | $39.4M | Buy |
2,329,600
+166,070
| +8% | +$2.81M | 0.75% | 42 |
|
|
2014
Q3 | $35.2M | Buy |
2,163,530
+504,292
| +30% | +$8.2M | 0.65% | 50 |
|
|
2014
Q2 | $30.9M | Buy |
1,659,238
+519,806
| +46% | +$9.69M | 0.58% | 46 |
|
|
2014
Q1 | $20.5M | Buy |
1,139,432
+601,824
| +112% | +$10.8M | 0.41% | 63 |
|
|
2013
Q4 | $9.25M | Buy |
537,608
+361,784
| +206% | +$6.22M | 0.19% | 102 |
|
|
2013
Q3 | $2.91M | Buy |
175,824
+49,104
| +39% | +$813K | 0.07% | 185 |
|
|
2013
Q2 | $1.85M | Buy |
+126,720
| New | +$1.85M | 0.05% | 246 |
|