Ritholtz Wealth Management’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 | $577K | Buy |
7,854
+700
| +10% | +$51.4K | 0.01% | 601 |
|
|
2025
Q1 | $429K | Sell |
7,154
-4,767
| -40% | -$286K | 0.01% | 638 |
|
|
2024
Q4 | $635K | Sell |
11,921
-2,701
| -18% | -$144K | 0.02% | 490 |
|
|
2024
Q3 | $925K | Sell |
14,622
-8,874
| -38% | -$561K | 0.03% | 389 |
|
|
2024
Q2 | $1.29M | Sell |
23,496
-3,064
| -12% | -$168K | 0.04% | 287 |
|
|
2024
Q1 | $1.6M | Buy |
26,560
+13,124
| +98% | +$792K | 0.06% | 237 |
|
|
2023
Q4 | $868K | Buy |
13,436
+1,272
| +10% | +$82.2K | 0.03% | 362 |
|
|
2023
Q3 | $733K | Buy |
12,164
+369
| +3% | +$22.2K | 0.03% | 363 |
|
|
2023
Q2 | $731K | Sell |
11,795
-6,195
| -34% | -$384K | 0.03% | 345 |
|
|
2023
Q1 | $1.08M | Buy |
17,990
+4,798
| +36% | +$287K | 0.05% | 244 |
|
|
2022
Q4 | $854K | Sell |
13,192
-17,358
| -57% | -$1.12M | 0.05% | 262 |
|
|
2022
Q3 | $1.87M | Buy |
30,550
+15,378
| +101% | +$943K | 0.1% | 139 |
|
|
2022
Q2 | $995K | Sell |
15,172
-11,157
| -42% | -$732K | 0.06% | 182 |
|
|
2022
Q1 | $2.09M | Buy |
26,329
+3,602
| +16% | +$286K | 0.14% | 87 |
|
|
2021
Q4 | $1.74M | Buy |
22,727
+7,733
| +52% | +$593K | 0.11% | 92 |
|
|
2021
Q3 | $992K | Sell |
14,994
-649
| -4% | -$42.9K | 0.07% | 143 |
|
|
2021
Q2 | $1.1M | Buy |
15,643
+6,791
| +77% | +$476K | 0.08% | 125 |
|
|
2021
Q1 | $577K | Buy |
8,852
+2,081
| +31% | +$136K | 0.05% | 183 |
|
|
2020
Q4 | $382K | Buy |
6,771
+942
| +16% | +$53.1K | 0.04% | 209 |
|
|
2020
Q3 | $270K | Buy |
+5,829
| New | +$270K | 0.03% | 224 |
|