SEI Investments’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 | $1.14M | Buy |
15,457
+3,443
| +29% | +$253K | ﹤0.01% | 1877 |
|
|
2025
Q1 | $721K | Buy |
+12,014
| New | +$721K | ﹤0.01% | 2015 |
|
|
2024
Q4 | – | Sell |
-283,270
| Closed | -$17.9M | – | 2792 |
|
|
2024
Q3 | $17.9M | Buy |
283,270
+36,811
| +15% | +$2.33M | 0.02% | 722 |
|
|
2024
Q2 | $13.5M | Buy |
246,459
+69,875
| +40% | +$3.84M | 0.02% | 790 |
|
|
2024
Q1 | $10.7M | Buy |
176,584
+50,850
| +40% | +$3.07M | 0.02% | 889 |
|
|
2023
Q4 | $8.13M | Buy |
125,734
+50,603
| +67% | +$3.27M | 0.01% | 969 |
|
|
2023
Q3 | $4.53M | Buy |
75,131
+61,656
| +458% | +$3.71M | 0.01% | 1224 |
|
|
2023
Q2 | $835K | Buy |
13,475
+49
| +0.4% | +$3.04K | ﹤0.01% | 1942 |
|
|
2023
Q1 | $805K | Sell |
13,426
-620
| -4% | -$37.2K | ﹤0.01% | 1959 |
|
|
2022
Q4 | $910K | Buy |
14,046
+372
| +3% | +$24.1K | ﹤0.01% | 1784 |
|
|
2022
Q3 | $839K | Buy |
13,674
+4,195
| +44% | +$257K | ﹤0.01% | 1870 |
|
|
2022
Q2 | $673K | Buy |
+9,479
| New | +$673K | ﹤0.01% | 1982 |
|
|
2019
Q2 | – | Sell |
-763
| Closed | -$41K | – | 2754 |
|
|
2019
Q1 | $41K | Sell |
763
-39,165
| -98% | -$2.1M | ﹤0.01% | 2656 |
|
|
2018
Q4 | $2.43M | Hold |
39,928
| – | – | 0.01% | 1228 |
|
|
2018
Q3 | $2.43M | Buy |
39,928
+16,205
| +68% | +$985K | 0.01% | 1197 |
|
|
2018
Q2 | $1.37M | Buy |
23,723
+4,581
| +24% | +$265K | ﹤0.01% | 1471 |
|
|
2018
Q1 | $1.09M | Buy |
19,142
+3,997
| +26% | +$227K | ﹤0.01% | 1400 |
|
|
2017
Q4 | $887K | Sell |
15,145
-408
| -3% | -$23.9K | ﹤0.01% | 1518 |
|
|
2017
Q3 | $875K | Buy |
15,553
+4,139
| +36% | +$233K | ﹤0.01% | 1493 |
|
|
2017
Q2 | $575K | Sell |
11,414
-576,270
| -98% | -$29M | ﹤0.01% | 1592 |
|
|
2017
Q1 | $29.4M | Buy |
587,684
+579,438
| +7,027% | +$29M | 0.13% | 175 |
|
|
2016
Q4 | $407K | Sell |
8,246
-1,300
| -14% | -$64.2K | ﹤0.01% | 1631 |
|
|
2016
Q3 | $424K | Buy |
9,546
+2,500
| +35% | +$111K | ﹤0.01% | 1493 |
|
|
2016
Q2 | $302K | Hold |
7,046
| – | – | ﹤0.01% | 1467 |
|
|
2016
Q1 | $304K | Sell |
7,046
-2,496
| -26% | -$108K | ﹤0.01% | 1429 |
|
|
2015
Q4 | $374K | Sell |
9,542
-6,182
| -39% | -$242K | ﹤0.01% | 1402 |
|
|
2015
Q3 | $620K | Buy |
15,724
+5,124
| +48% | +$202K | 0.01% | 1203 |
|
|
2015
Q2 | $451K | Hold |
10,600
| – | – | ﹤0.01% | 1203 |
|
|
2015
Q1 | $454K | Buy |
10,600
+1,700
| +19% | +$72.8K | ﹤0.01% | 1203 |
|
|
2014
Q4 | $425K | Buy |
+8,900
| New | +$425K | ﹤0.01% | 1203 |
|