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Sowell Financial Services’s Toronto Dominion Bank TD Stock Holding History

Sowell Financial Services’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$465K Buy
4,988
+96
+2% +$9.13K 0.02% 660
2025
Q4 		$461K Buy
4,892
+373
+8% +$31.5K 0.02% 673
2025
Q3 		$361K Buy
4,519
+1,482
+49% +$111K 0.01% 751
2025
Q2 		$223K Buy
+3,037
New +$198K 0.01% 913
2021
Q2 		– Sell
-6,931
Closed -$490K – 2477
2021
Q1 		$490K Buy
6,931
+2
+0% +$122 0.02% 646
2020
Q4 		$391K Buy
6,929
+1
+0% +$51 0.02% 601
2020
Q3 		$320K Sell
6,928
-305
-4% -$14.2K 0.02% 595
2020
Q2 		$323K Buy
7,233
+302
+4% +$12.9K 0.02% 573
2020
Q1 		$294K Sell
6,931
-191
-3% -$9.8K 0.02% 552
2019
Q4 		$400K Buy
7,122
+465
+7% +$26.4K 0.03% 512
2019
Q3 		$388K Buy
+6,657
New +$378K 0.03% 472
2017
Q1 		– Sell
-1,262
Closed -$67K – 534
2016
Q4 		$67K Buy
+1,262
New +$59K 0.02% 313

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