Sheaff Brock Investment Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,667
| Closed | -$282K | – | 515 |
|
|
2024
Q1 | $282K | Hold |
4,667
| – | – | 0.02% | 366 |
|
|
2023
Q4 | $302K | Hold |
4,667
| – | – | 0.02% | 344 |
|
|
2023
Q3 | $281K | Buy |
4,667
+36
| +0.8% | +$2.24K | 0.03% | 337 |
|
|
2023
Q2 | $287K | Buy |
4,631
+38
| +0.8% | +$2.29K | 0.02% | 355 |
|
|
2023
Q1 | $275K | Buy |
4,593
+34
| +0.7% | +$2.2K | 0.03% | 369 |
|
|
2022
Q4 | $295K | Buy |
4,559
+32
| +0.7% | +$2.07K | 0.03% | 344 |
|
|
2022
Q3 | $278K | Buy |
4,527
+33
| +0.7% | +$2.14K | 0.03% | 349 |
|
|
2022
Q2 | $295K | Buy |
4,494
+29
| +0.6% | +$2.11K | 0.02% | 342 |
|
|
2022
Q1 | $354K | Buy |
4,465
+27
| +0.6% | +$2.17K | 0.02% | 336 |
|
|
2021
Q4 | $341K | Buy |
4,438
+27
| +0.6% | +$1.97K | 0.02% | 348 |
|
|
2021
Q3 | $292K | Buy |
4,411
+28
| +0.6% | +$1.87K | 0.02% | 388 |
|
|
2021
Q2 | $307K | Buy |
4,383
+29
| +0.7% | +$2.03K | 0.02% | 363 |
|
|
2021
Q1 | $284K | Sell |
4,354
-143
| -3% | -$8.73K | 0.02% | 365 |
|
|
2020
Q4 | $254K | Sell |
4,497
-176
| -4% | -$8.92K | 0.02% | 372 |
|
|
2020
Q3 | $216K | Buy |
4,673
+41
| +0.9% | +$1.91K | 0.02% | 377 |
|
|
2020
Q2 | $207K | Buy |
+4,632
| New | +$197K | 0.02% | 378 |
|
|
2020
Q1 | – | Sell |
-4,659
| Closed | -$261K | – | 490 |
|
|
2019
Q4 | $261K | Buy |
4,659
+205
| +5% | +$11.6K | 0.03% | 364 |
|
|
2019
Q3 | $259K | Buy |
4,454
+3
| +0.1% | +$171 | 0.03% | 357 |
|
|
2019
Q2 | $260K | Buy |
4,451
+29
| +0.7% | +$1.63K | 0.03% | 363 |
|
|
2019
Q1 | $240K | Buy |
4,422
+26
| +0.6% | +$1.44K | 0.03% | 390 |
|
|
2018
Q4 | $219K | Sell |
4,396
-13
| -0.3% | -$712 | 0.03% | 380 |
|
|
2018
Q3 | $268K | Buy |
4,409
+224
| +5% | +$13.3K | 0.03% | 378 |
|
|
2018
Q2 | $242K | Buy |
4,185
+26
| +0.6% | +$1.49K | 0.02% | 410 |
|
|
2018
Q1 | $236K | Sell |
4,159
-213
| -5% | -$12.5K | 0.02% | 418 |
|
|
2017
Q4 | $256K | Buy |
4,372
+22
| +0.5% | +$1.26K | 0.03% | 384 |
|
|
2017
Q3 | $245K | Buy |
4,350
+124
| +3% | +$6.51K | 0.03% | 415 |
|
|
2017
Q2 | $213K | Sell |
4,226
-271
| -6% | -$13.1K | 0.03% | 492 |
|
|
2017
Q1 | $225K | Sell |
4,497
-15,176
| -77% | -$775K | 0.03% | 474 |
|
|
2016
Q4 | $971K | Buy |
19,673
+426
| +2% | +$19.9K | 0.12% | 166 |
|
|
2016
Q3 | $855K | Buy |
19,247
+28
| +0.1% | +$1.23K | 0.11% | 185 |
|
|
2016
Q2 | $825K | Buy |
19,219
+28
| +0.1% | +$1.22K | 0.1% | 198 |
|
|
2016
Q1 | $828K | Buy |
19,191
+2,802
| +17% | +$108K | 0.1% | 194 |
|
|
2015
Q4 | $642K | Buy |
+16,389
| New | +$663K | 0.07% | 270 |
|
Other funds holding TD
FDCDDQ
Sheaff Brock Investment Advisors's TD Position: Q2 2024 in Review
Sheaff Brock Investment Advisors sold out of Toronto Dominion Bank (TD) in Q2 2024, closing a stake of 4,667 shares — an estimated $282K sold.
Sheaff Brock Investment Advisors first reported a position in TD in Q4 2015 and held it in 33 quarters. The position peaked at $971K in Q4 2016. 673 funds tracked by Wall St. Rank hold TD as of Q2 2024.
- Sheaff Brock Investment Advisors reported no remaining Toronto Dominion Bank position as of Q2 2024 after selling out during the quarter.
- Sheaff Brock Investment Advisors sold 4,667 Toronto Dominion Bank shares in Q2 2024, an estimated $282K.
- Sheaff Brock Investment Advisors first reported a position in Toronto Dominion Bank in Q4 2015 and held it in 33 quarters.
- Sheaff Brock Investment Advisors's Toronto Dominion Bank position peaked at $971K in Q4 2016.
- 673 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2024.
Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.