Security National Bank of So Dak’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
Q4 | – | Sell |
-23,808
| Closed | -$1.51M | – | 112 |
|
|
2024
Q3 | $1.51M | Sell |
23,808
-50
| -0.2% | -$3.16K | 0.84% | 44 |
|
|
2024
Q2 | $1.31M | Sell |
23,858
-285
| -1% | -$15.7K | 0.78% | 49 |
|
|
2024
Q1 | $1.46M | Buy |
24,143
+276
| +1% | +$16.7K | 0.88% | 46 |
|
|
2023
Q4 | $1.54M | Sell |
23,867
-82
| -0.3% | -$5.3K | 1.02% | 38 |
|
|
2023
Q3 | $1.44M | Buy |
23,949
+400
| +2% | +$24.1K | 1.06% | 38 |
|
|
2023
Q2 | $1.46M | Buy |
+23,549
| New | +$1.46M | 1.04% | 38 |
|
|
2022
Q4 | $1.61M | Buy |
24,918
+835
| +3% | +$54.1K | 1.17% | 35 |
|
|
2022
Q3 | $1.48M | Buy |
24,083
+490
| +2% | +$30.1K | 1.33% | 31 |
|
|
2022
Q2 | $1.55M | Buy |
23,593
+70
| +0.3% | +$4.59K | 1.28% | 30 |
|
|
2022
Q1 | $1.87M | Buy |
23,523
+40
| +0.2% | +$3.18K | 1.3% | 31 |
|
|
2021
Q4 | $1.8M | Sell |
23,483
-20
| -0.1% | -$1.53K | 1.21% | 32 |
|
|
2021
Q3 | $1.56M | Sell |
23,503
-3,214
| -12% | -$213K | 1.19% | 37 |
|
|
2021
Q2 | $1.87M | Buy |
26,717
+3,677
| +16% | +$258K | 1.43% | 27 |
|
|
2021
Q1 | $1.5M | Buy |
23,040
+1,072
| +5% | +$69.9K | 1.25% | 35 |
|
|
2020
Q4 | $1.24M | Buy |
21,968
+270
| +1% | +$15.2K | 1.1% | 39 |
|
|
2020
Q3 | $1M | Sell |
21,698
-40
| -0.2% | -$1.85K | 1.01% | 42 |
|
|
2020
Q2 | $969K | Buy |
21,738
+1,720
| +9% | +$76.7K | 1.11% | 42 |
|
|
2020
Q1 | $848K | Buy |
20,018
+275
| +1% | +$11.7K | 1.13% | 40 |
|
|
2019
Q4 | $1.11M | Buy |
19,743
+320
| +2% | +$18K | 1.13% | 39 |
|
|
2019
Q3 | $1.13M | Buy |
19,423
+510
| +3% | +$29.7K | 1.32% | 33 |
|
|
2019
Q2 | $1.1M | Buy |
18,913
+1,065
| +6% | +$62.2K | 1.3% | 34 |
|
|
2019
Q1 | $970K | Buy |
17,848
+961
| +6% | +$52.2K | 1.22% | 40 |
|
|
2018
Q4 | $840K | Buy |
16,887
+60
| +0.4% | +$2.99K | 1.09% | 38 |
|
|
2018
Q3 | $1.02M | Sell |
16,827
-40
| -0.2% | -$2.43K | 1.18% | 37 |
|
|
2018
Q2 | $976K | Sell |
16,867
-80
| -0.5% | -$4.63K | 1.14% | 39 |
|
|
2018
Q1 | $963K | Sell |
16,947
-7
| -0% | -$398 | 1.1% | 41 |
|
|
2017
Q4 | $993K | Sell |
16,954
-290
| -2% | -$17K | 1.07% | 40 |
|
|
2017
Q3 | $970K | Sell |
17,244
-343
| -2% | -$19.3K | 1.11% | 43 |
|
|
2017
Q2 | $886K | Buy |
17,587
+260
| +2% | +$13.1K | 1.04% | 46 |
|
|
2017
Q1 | $868K | Buy |
17,327
+160
| +0.9% | +$8.02K | 1.04% | 44 |
|
|
2016
Q4 | $847K | Buy |
17,167
+354
| +2% | +$17.5K | 1.04% | 47 |
|
|
2016
Q3 | $746K | Buy |
16,813
+490
| +3% | +$21.7K | 0.96% | 52 |
|
|
2016
Q2 | $701K | Buy |
16,323
+365
| +2% | +$15.7K | 0.95% | 50 |
|
|
2016
Q1 | $688K | Buy |
15,958
+1,602
| +11% | +$69.1K | 0.97% | 49 |
|
|
2015
Q4 | $562K | Sell |
14,356
-640
| -4% | -$25.1K | 0.79% | 51 |
|
|
2015
Q3 | $591K | Buy |
14,996
+584
| +4% | +$23K | 1.02% | 47 |
|
|
2015
Q2 | $613K | Sell |
14,412
-338
| -2% | -$14.4K | 1.01% | 47 |
|
|
2015
Q1 | $632K | Buy |
+14,750
| New | +$632K | 0.99% | 51 |
|