Sowell Financial Services’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 | $223K | Buy |
+3,037
| New | +$223K | 0.01% | 913 |
|
|
2021
Q2 | – | Sell |
-6,931
| Closed | -$490K | – | 2478 |
|
|
2021
Q1 | $490K | Buy |
6,931
+2
| +0% | +$141 | 0.02% | 646 |
|
|
2020
Q4 | $391K | Buy |
6,929
+1
| +0% | +$56 | 0.02% | 601 |
|
|
2020
Q3 | $320K | Sell |
6,928
-305
| -4% | -$14.1K | 0.02% | 595 |
|
|
2020
Q2 | $323K | Buy |
7,233
+302
| +4% | +$13.5K | 0.02% | 573 |
|
|
2020
Q1 | $294K | Sell |
6,931
-191
| -3% | -$8.1K | 0.02% | 552 |
|
|
2019
Q4 | $400K | Buy |
7,122
+465
| +7% | +$26.1K | 0.03% | 512 |
|
|
2019
Q3 | $388K | Buy |
+6,657
| New | +$388K | 0.03% | 472 |
|
|
2017
Q1 | – | Sell |
-1,262
| Closed | -$67K | – | 535 |
|
|
2016
Q4 | $67K | Buy |
+1,262
| New | +$67K | 0.02% | 313 |
|