Ranch Capital Advisors’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
Q2 | $471K | Buy |
6,409
+2
| +0% | +$147 | 0.2% | 103 |
|
|
2025
Q1 | $384K | Buy |
6,407
+2
| +0% | +$120 | 0.18% | 111 |
|
|
2024
Q4 | $341K | Sell |
6,405
-748
| -10% | -$39.8K | 0.16% | 117 |
|
|
2024
Q3 | $452K | Sell |
7,153
-97
| -1% | -$6.14K | 0.21% | 106 |
|
|
2024
Q2 | $398K | Sell |
7,250
-109
| -1% | -$5.99K | 0.21% | 110 |
|
|
2024
Q1 | $444K | Sell |
7,359
-36
| -0.5% | -$2.17K | 0.24% | 102 |
|
|
2023
Q4 | $478K | Sell |
7,395
-97
| -1% | -$6.27K | 0.3% | 94 |
|
|
2023
Q3 | $451K | Sell |
7,492
-1
| -0% | -$60 | 0.32% | 93 |
|
|
2023
Q2 | $465K | Buy |
7,493
+1
| +0% | +$62 | 0.33% | 91 |
|
|
2023
Q1 | $449K | Buy |
7,492
+115
| +2% | +$6.89K | 0.33% | 91 |
|
|
2022
Q4 | $478K | Buy |
7,377
+101
| +1% | +$6.54K | 0.37% | 83 |
|
|
2022
Q3 | $446K | Buy |
7,276
+1
| +0% | +$61 | 0.37% | 87 |
|
|
2022
Q2 | $477K | Sell |
7,275
-139
| -2% | -$9.11K | 0.37% | 83 |
|
|
2022
Q1 | $589K | Buy |
7,414
+401
| +6% | +$31.9K | 0.39% | 81 |
|
|
2021
Q4 | $538K | Hold |
7,013
| – | – | 0.35% | 88 |
|
|
2021
Q3 | $464K | Buy |
+7,013
| New | +$464K | 0.29% | 96 |
|
|
2021
Q2 | – | Sell |
-7,010
| Closed | -$457K | – | 97 |
|
|
2021
Q1 | $457K | Hold |
7,010
| – | – | 0.3% | 90 |
|
|
2020
Q4 | $395K | Sell |
7,010
-100
| -1% | -$5.64K | 0.28% | 97 |
|
|
2020
Q3 | $328K | Sell |
7,110
-125
| -2% | -$5.77K | 0.26% | 99 |
|
|
2020
Q2 | $335K | Sell |
7,235
-8,466
| -54% | -$392K | 0.26% | 97 |
|
|
2020
Q1 | $665K | Buy |
15,701
+1,554
| +11% | +$65.8K | 0.66% | 34 |
|
|
2019
Q4 | $794K | Buy |
14,147
+1,816
| +15% | +$102K | 0.64% | 34 |
|
|
2019
Q3 | $718K | Buy |
+12,331
| New | +$718K | 0.77% | 32 |
|