Raymond James Trust’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $496K | Sell |
7,836
-1,226
| -14% | -$77.6K | 0.01% | 777 |
|
|
2024
Q2 | $498K | Buy |
9,062
+162
| +2% | +$8.9K | 0.01% | 723 |
|
|
2024
Q1 | $537K | Sell |
8,900
-2,716
| -23% | -$164K | 0.01% | 694 |
|
|
2023
Q4 | $751K | Sell |
11,616
-274
| -2% | -$17.7K | 0.02% | 535 |
|
|
2023
Q3 | $716K | Buy |
11,890
+3,569
| +43% | +$215K | 0.02% | 513 |
|
|
2023
Q2 | $516K | Sell |
8,321
-1,326
| -14% | -$82.2K | 0.01% | 655 |
|
|
2023
Q1 | $578K | Sell |
9,647
-496
| -5% | -$29.7K | 0.02% | 579 |
|
|
2022
Q4 | $657K | Buy |
10,143
+648
| +7% | +$42K | 0.02% | 513 |
|
|
2022
Q3 | $582K | Sell |
9,495
-659
| -6% | -$40.4K | 0.02% | 529 |
|
|
2022
Q2 | $666K | Buy |
10,154
+286
| +3% | +$18.8K | 0.02% | 492 |
|
|
2022
Q1 | $784K | Buy |
9,868
+161
| +2% | +$12.8K | 0.02% | 484 |
|
|
2021
Q4 | $744K | Buy |
9,707
+1,698
| +21% | +$130K | 0.02% | 514 |
|
|
2021
Q3 | $530K | Buy |
8,009
+811
| +11% | +$53.7K | 0.02% | 596 |
|
|
2021
Q2 | $504K | Sell |
7,198
-108
| -1% | -$7.56K | 0.02% | 596 |
|
|
2021
Q1 | $476K | Sell |
7,306
-842
| -10% | -$54.9K | 0.02% | 615 |
|
|
2020
Q4 | $460K | Buy |
8,148
+252
| +3% | +$14.2K | 0.02% | 576 |
|
|
2020
Q3 | $365K | Sell |
7,896
-535
| -6% | -$24.7K | 0.02% | 606 |
|
|
2020
Q2 | $376K | Buy |
8,431
+1,855
| +28% | +$82.7K | 0.02% | 569 |
|
|
2020
Q1 | $279K | Buy |
6,576
+3
| +0% | +$127 | 0.02% | 570 |
|
|
2019
Q4 | $369K | Sell |
6,573
-2,084
| -24% | -$117K | 0.02% | 585 |
|
|
2019
Q3 | $504K | Buy |
8,657
+2,006
| +30% | +$117K | 0.03% | 455 |
|
|
2019
Q2 | $388K | Buy |
6,651
+115
| +2% | +$6.71K | 0.02% | 525 |
|
|
2019
Q1 | $355K | Buy |
6,536
+927
| +17% | +$50.4K | 0.02% | 539 |
|
|
2018
Q4 | $279K | Sell |
5,609
-712
| -11% | -$35.4K | 0.02% | 581 |
|
|
2018
Q3 | $384K | Buy |
6,321
+294
| +5% | +$17.9K | 0.02% | 528 |
|
|
2018
Q2 | $349K | Sell |
6,027
-334
| -5% | -$19.3K | 0.02% | 546 |
|
|
2018
Q1 | $362K | Buy |
6,361
+2,035
| +47% | +$116K | 0.03% | 462 |
|
|
2017
Q4 | $254K | Sell |
4,326
-3,980
| -48% | -$234K | 0.02% | 599 |
|
|
2017
Q3 | $468K | Buy |
8,306
+1,415
| +21% | +$79.7K | 0.03% | 393 |
|
|
2017
Q2 | $347K | Sell |
6,891
-333
| -5% | -$16.8K | 0.03% | 479 |
|
|
2017
Q1 | $362K | Sell |
7,224
-516
| -7% | -$25.9K | 0.03% | 449 |
|
|
2016
Q4 | $382K | Buy |
7,740
+2,119
| +38% | +$105K | 0.03% | 434 |
|
|
2016
Q3 | $250K | Buy |
+5,621
| New | +$250K | 0.02% | 518 |
|