Souders 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 | $1.1M | Sell |
22,554
-9,457
| -30% | -$461K | 0.14% | 80 |
|
|
2025
Q1 | $1.51M | Sell |
32,011
-28,037
| -47% | -$1.32M | 0.21% | 70 |
|
|
2024
Q4 | $2.79M | Sell |
60,048
-25,769
| -30% | -$1.2M | 0.39% | 60 |
|
|
2024
Q3 | $4.08M | Buy |
85,817
+396
| +0.5% | +$18.8K | 0.57% | 51 |
|
|
2024
Q2 | $3.24M | Buy |
85,421
+2,721
| +3% | +$103K | 0.49% | 58 |
|
|
2024
Q1 | $3.32M | Buy |
+82,700
| New | +$3.32M | 0.52% | 55 |
|