Sequoia Financial Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
13,983
+2,444
| +21% | +$119K | ﹤0.01% | 854 |
|
|
2025
Q1 | $545K | Buy |
11,539
+1,362
| +13% | +$64.3K | ﹤0.01% | 818 |
|
|
2024
Q4 | $474K | Buy |
10,177
+526
| +5% | +$24.5K | ﹤0.01% | 823 |
|
|
2024
Q3 | $459K | Buy |
9,651
+1,993
| +26% | +$94.8K | ﹤0.01% | 782 |
|
|
2024
Q2 | $290K | Sell |
7,658
-535
| -7% | -$20.3K | ﹤0.01% | 903 |
|
|
2024
Q1 | $329K | Buy |
8,193
+2,311
| +39% | +$92.9K | ﹤0.01% | 821 |
|
|
2023
Q4 | $230K | Buy |
+5,882
| New | +$230K | ﹤0.01% | 1038 |
|
|
2023
Q3 | – | Sell |
-6,269
| Closed | -$253K | – | 1001 |
|
|
2023
Q2 | $253K | Buy |
6,269
+781
| +14% | +$31.6K | ﹤0.01% | 755 |
|
|
2023
Q1 | $214K | Buy |
+5,488
| New | +$214K | ﹤0.01% | 741 |
|