Private Advisory Group’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,414
Closed -$285K 244
2024
Q3
$285K Sell
4,414
-91,035
-95% -$5.88M 0.03% 169
2024
Q2
$6.36M Buy
95,449
+8,072
+9% +$538K 0.83% 26
2024
Q1
$6.01M Buy
87,377
+7,688
+10% +$529K 0.86% 26
2023
Q4
$5.37M Buy
79,689
+37,689
+90% +$2.54M 0.93% 30
2023
Q3
$2.76M Buy
+42,000
New +$2.76M 0.55% 52