Plante Moran Financial Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29.5K | Hold |
480
| – | – | ﹤0.01% | 427 |
|
2025
Q1 | $31.1K | Sell |
480
-185
| -28% | -$12K | ﹤0.01% | 417 |
|
2024
Q4 | $36.2K | Buy |
665
+157
| +31% | +$8.56K | ﹤0.01% | 396 |
|
2024
Q3 | $32.8K | Buy |
508
+28
| +6% | +$1.81K | ﹤0.01% | 449 |
|
2024
Q2 | $32K | Buy |
480
+300
| +167% | +$20K | ﹤0.01% | 402 |
|
2024
Q1 | $12.4K | Hold |
180
| – | – | ﹤0.01% | 573 |
|
2023
Q4 | $12.1K | Hold |
180
| – | – | ﹤0.01% | 531 |
|
2023
Q3 | $11.8K | Hold |
180
| – | – | ﹤0.01% | 511 |
|
2023
Q2 | $10.4K | Hold |
180
| – | – | ﹤0.01% | 551 |
|
2023
Q1 | $10.6K | Buy |
+180
| New | +$10.6K | ﹤0.01% | 555 |
|
2022
Q3 | – | Sell |
-232
| Closed | -$12K | – | 1084 |
|
2022
Q2 | $12K | Buy |
+232
| New | +$12K | ﹤0.01% | 573 |
|
2021
Q2 | – | Sell |
-124
| Closed | -$6K | – | 1106 |
|
2021
Q1 | $6K | Buy |
+124
| New | +$6K | ﹤0.01% | 755 |
|
2019
Q4 | – | Sell |
-214
| Closed | -$11K | – | 898 |
|
2019
Q3 | $11K | Hold |
214
| – | – | ﹤0.01% | 582 |
|
2019
Q2 | $12K | Sell |
214
-815
| -79% | -$45.7K | ﹤0.01% | 543 |
|
2019
Q1 | $57K | Sell |
1,029
-251
| -20% | -$13.9K | 0.02% | 306 |
|
2018
Q4 | $67K | Buy |
1,280
+251
| +24% | +$13.1K | 0.02% | 252 |
|
2018
Q3 | $66K | Hold |
1,029
| – | – | 0.02% | 262 |
|
2018
Q2 | $62K | Sell |
1,029
-1,017
| -50% | -$61.3K | 0.03% | 290 |
|
2018
Q1 | $118K | Buy |
2,046
+278
| +16% | +$16K | 0.06% | 210 |
|
2017
Q4 | $98K | Sell |
1,768
-20
| -1% | -$1.11K | 0.05% | 229 |
|
2017
Q3 | $96K | Hold |
1,788
| – | – | 0.06% | 210 |
|
2017
Q2 | $89K | Buy |
1,788
+367
| +26% | +$18.3K | 0.06% | 216 |
|
2017
Q1 | $72K | Buy |
1,421
+278
| +24% | +$14.1K | 0.04% | 252 |
|
2016
Q4 | $58K | Sell |
1,143
-784
| -41% | -$39.8K | 0.04% | 300 |
|
2016
Q3 | $92K | Hold |
1,927
| – | – | 0.06% | 213 |
|
2016
Q2 | $93K | Hold |
1,927
| – | – | 0.07% | 196 |
|
2016
Q1 | $88K | Sell |
1,927
-47
| -2% | -$2.15K | 0.07% | 189 |
|
2015
Q4 | $89K | Buy |
1,974
+47
| +2% | +$2.12K | 0.07% | 207 |
|
2015
Q3 | $86K | Hold |
1,927
| – | – | 0.07% | 197 |
|
2015
Q2 | $95K | Sell |
1,927
-108
| -5% | -$5.32K | 0.07% | 204 |
|
2015
Q1 | $101K | Buy |
2,035
+170
| +9% | +$8.44K | 0.07% | 188 |
|
2014
Q4 | $95K | Buy |
1,865
+1,835
| +6,117% | +$93.5K | 0.07% | 190 |
|
2014
Q3 | $2K | Sell |
30
-331
| -92% | -$22.1K | ﹤0.01% | 752 |
|
2014
Q2 | $26K | Buy |
+361
| New | +$26K | 0.02% | 346 |
|
2014
Q1 | – | Sell |
-92
| Closed | -$6K | – | 697 |
|
2013
Q4 | $6K | Sell |
92
-798
| -90% | -$52K | ﹤0.01% | 521 |
|
2013
Q3 | $52K | Buy |
+890
| New | +$52K | 0.03% | 187 |
|