Sequoia Financial 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 | $1.33M | Buy |
18,132
+1,568
| +9% | +$115K | 0.01% | 586 |
|
|
2025
Q1 | $993K | Buy |
16,564
+654
| +4% | +$39.2K | 0.01% | 615 |
|
|
2024
Q4 | $847K | Buy |
15,910
+635
| +4% | +$33.8K | 0.01% | 630 |
|
|
2024
Q3 | $966K | Buy |
15,275
+3,333
| +28% | +$211K | 0.01% | 555 |
|
|
2024
Q2 | $656K | Sell |
11,942
-53,067
| -82% | -$2.92M | 0.01% | 602 |
|
|
2024
Q1 | $3.93M | Sell |
65,009
-3,551
| -5% | -$214K | 0.05% | 220 |
|
|
2023
Q4 | $4.43M | Sell |
68,560
-3,951
| -5% | -$255K | 0.05% | 223 |
|
|
2023
Q3 | $4.37M | Sell |
72,511
-4,855
| -6% | -$293K | 0.08% | 161 |
|
|
2023
Q2 | $4.8M | Sell |
77,366
-21,724
| -22% | -$1.35M | 0.08% | 162 |
|
|
2023
Q1 | $5.94M | Buy |
99,090
+5,144
| +5% | +$308K | 0.13% | 135 |
|
|
2022
Q4 | $6.08M | Buy |
93,946
+22,102
| +31% | +$1.43M | 0.15% | 127 |
|
|
2022
Q3 | $4.41M | Buy |
71,844
+63,385
| +749% | +$3.89M | 0.14% | 124 |
|
|
2022
Q2 | $555K | Buy |
8,459
+541
| +7% | +$35.5K | 0.02% | 306 |
|
|
2022
Q1 | $629K | Buy |
7,918
+3,634
| +85% | +$289K | 0.02% | 314 |
|
|
2021
Q4 | $328K | Buy |
+4,284
| New | +$328K | 0.01% | 426 |
|