Patriot Financial Group Insurance Agency’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $205K | Buy |
3,347
+240
| +8% | +$14.7K | 0.02% | 489 |
|
2025
Q1 | $201K | Buy |
+3,107
| New | +$201K | 0.03% | 456 |
|
2024
Q3 | – | Sell |
-3,370
| Closed | -$225K | – | 517 |
|
2024
Q2 | $225K | Buy |
+3,370
| New | +$225K | 0.03% | 426 |
|
2022
Q3 | – | Sell |
-995
| Closed | -$52K | – | 1835 |
|
2022
Q2 | $52K | Buy |
995
+31
| +3% | +$1.62K | 0.01% | 720 |
|
2022
Q1 | $49K | Sell |
964
-22
| -2% | -$1.12K | 0.01% | 787 |
|
2021
Q4 | $49K | Buy |
986
+147
| +18% | +$7.31K | 0.01% | 871 |
|
2021
Q3 | $40K | Sell |
839
-120
| -13% | -$5.72K | 0.01% | 946 |
|
2021
Q2 | $43K | Buy |
959
+92
| +11% | +$4.13K | 0.01% | 894 |
|
2021
Q1 | $40K | Buy |
867
+96
| +12% | +$4.43K | 0.01% | 845 |
|
2020
Q4 | $32K | Sell |
771
-12
| -2% | -$498 | 0.01% | 835 |
|
2020
Q3 | $27K | Sell |
783
-7
| -0.9% | -$241 | 0.01% | 707 |
|
2020
Q2 | $30K | Buy |
790
+67
| +9% | +$2.54K | 0.01% | 643 |
|
2020
Q1 | $27K | Buy |
723
+614
| +563% | +$22.9K | 0.01% | 586 |
|
2019
Q4 | $6K | Hold |
109
| – | – | ﹤0.01% | 954 |
|
2019
Q3 | $6K | Buy |
109
+9
| +9% | +$495 | ﹤0.01% | 909 |
|
2019
Q2 | $6K | Buy |
100
+31
| +45% | +$1.86K | ﹤0.01% | 914 |
|
2019
Q1 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 913 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 1259 |
|
2018
Q2 | – | Sell |
-70
| Closed | -$4K | – | 904 |
|
2018
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 795 |
|
2017
Q4 | $4K | Buy |
70
+7
| +11% | +$400 | ﹤0.01% | 786 |
|
2017
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 804 |
|
2017
Q2 | $3K | Buy |
63
+23
| +58% | +$1.1K | ﹤0.01% | 794 |
|
2017
Q1 | $2K | Buy |
40
+23
| +135% | +$1.15K | ﹤0.01% | 772 |
|
2016
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 748 |
|