Spirit of America Management Corp’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
$2.98M Sell
61,078
-16,500
-21% -$805K 0.62% 41
2025
Q1
$3.66M Buy
77,578
+1,000
+1% +$47.2K 0.74% 33
2024
Q4
$3.56M Buy
76,578
+2,750
+4% +$128K 0.72% 37
2024
Q3
$3.51M Buy
73,828
+3,900
+6% +$185K 0.7% 37
2024
Q2
$2.65M Hold
69,928
0.54% 49
2024
Q1
$2.81M Hold
69,928
0.57% 44
2023
Q4
$2.73M Hold
69,928
0.6% 41
2023
Q3
$2.41M Sell
69,928
-17,000
-20% -$585K 0.54% 42
2023
Q2
$3.51M Sell
86,928
-11,500
-12% -$465K 0.79% 31
2023
Q1
$3.83M Sell
98,428
-12,000
-11% -$467K 0.86% 30
2022
Q4
$4.4M Sell
110,428
-29,036
-21% -$1.16M 0.99% 26
2022
Q3
$5.62M Hold
139,464
1.33% 19
2022
Q2
$7.23M Hold
139,464
1.64% 15
2022
Q1
$7.87M Buy
139,464
+1,000
+0.7% +$56.4K 1.54% 18
2021
Q4
$6.44M Hold
138,464
1.29% 19
2021
Q3
$6.66M Hold
138,464
1.43% 17
2021
Q2
$6.86M Sell
138,464
-2,200
-2% -$109K 1.47% 18
2021
Q1
$6.44M Buy
140,664
+20,264
+17% +$927K 1.52% 17
2020
Q4
$4.9M Buy
120,400
+1,500
+1% +$61.1K 1.23% 20
2020
Q3
$5M Buy
118,900
+6,500
+6% +$273K 1.36% 18
2020
Q2
$4.82M Buy
112,400
+80,850
+256% +$3.46M 1.24% 23
2020
Q1
$1.4M Buy
+31,550
New +$1.4M 0.45% 60
2019
Q4
Sell
-22,500
Closed -$1.17M 242
2019
Q3
$1.17M Sell
22,500
-5,050
-18% -$261K 0.19% 113
2019
Q2
$1.36M Hold
27,550
0.2% 100
2019
Q1
$1.24M Hold
27,550
0.18% 108
2018
Q4
$984K Hold
27,550
0.16% 118
2018
Q3
$1.12M Hold
27,550
0.14% 123
2018
Q2
$1.19M Sell
27,550
-7,300
-21% -$315K 0.15% 121
2018
Q1
$1.44M Hold
34,850
0.19% 102
2017
Q4
$1.7M Hold
34,850
0.19% 100
2017
Q3
$1.72M Hold
34,850
0.18% 98
2017
Q2
$1.66M Buy
34,850
+6,900
+25% +$329K 0.18% 101
2017
Q1
$1.29M Hold
27,950
0.14% 112
2016
Q4
$1.26M Buy
27,950
+6,650
+31% +$300K 0.15% 113
2016
Q3
$1.01M Buy
+21,300
New +$1.01M 0.13% 124