Steward Partners Investment Advisory’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 | $1.16M | Buy |
15,759
+507
| +3% | +$37.2K | 0.01% | 933 |
|
|
2025
Q1 | $914K | Buy |
15,252
+4,248
| +39% | +$255K | 0.01% | 954 |
|
|
2024
Q4 | $586K | Sell |
11,004
-3,293
| -23% | -$175K | 0.01% | 1089 |
|
|
2024
Q3 | $904K | Sell |
14,297
-2,610
| -15% | -$165K | 0.01% | 892 |
|
|
2024
Q2 | $929K | Buy |
16,907
+1,663
| +11% | +$91.4K | 0.01% | 837 |
|
|
2024
Q1 | $920K | Sell |
15,244
-373
| -2% | -$22.5K | 0.01% | 824 |
|
|
2023
Q4 | $1.01M | Sell |
15,617
-2,686
| -15% | -$174K | 0.01% | 717 |
|
|
2023
Q3 | $1.1M | Buy |
18,303
+165
| +0.9% | +$9.94K | 0.02% | 642 |
|
|
2023
Q2 | $1.12M | Sell |
18,138
-206
| -1% | -$12.8K | 0.02% | 655 |
|
|
2023
Q1 | $1.1M | Buy |
18,344
+262
| +1% | +$15.7K | 0.02% | 662 |
|
|
2022
Q4 | $1.17M | Buy |
18,082
+28
| +0.2% | +$1.81K | 0.02% | 610 |
|
|
2022
Q3 | $1.11M | Buy |
18,054
+401
| +2% | +$24.6K | 0.02% | 593 |
|
|
2022
Q2 | $1.16M | Buy |
17,653
+787
| +5% | +$51.6K | 0.02% | 590 |
|
|
2022
Q1 | $1.34M | Buy |
16,866
+2,118
| +14% | +$168K | 0.02% | 598 |
|
|
2021
Q4 | $1.13M | Buy |
14,748
+398
| +3% | +$30.5K | 0.02% | 657 |
|
|
2021
Q3 | $949K | Buy |
14,350
+1,066
| +8% | +$70.5K | 0.02% | 674 |
|
|
2021
Q2 | $931K | Sell |
13,284
-1,918
| -13% | -$134K | 0.02% | 699 |
|
|
2021
Q1 | $992K | Buy |
15,202
+489
| +3% | +$31.9K | 0.02% | 649 |
|
|
2020
Q4 | $831K | Sell |
14,713
-130
| -0.9% | -$7.34K | 0.02% | 618 |
|
|
2020
Q3 | $687K | Sell |
14,843
-435
| -3% | -$20.1K | 0.02% | 584 |
|
|
2020
Q2 | $682K | Sell |
15,278
-3,815
| -20% | -$170K | 0.02% | 553 |
|
|
2020
Q1 | $811K | Sell |
19,093
-11,620
| -38% | -$494K | 0.03% | 434 |
|
|
2019
Q4 | $1.72M | Buy |
30,713
+415
| +1% | +$23.2K | 0.05% | 331 |
|
|
2019
Q3 | $1.77M | Sell |
30,298
-513
| -2% | -$29.9K | 0.06% | 295 |
|
|
2019
Q2 | $1.8M | Buy |
30,811
+7,047
| +30% | +$411K | 0.07% | 276 |
|
|
2019
Q1 | $1.29M | Sell |
23,764
-1,928
| -8% | -$105K | 0.05% | 316 |
|
|
2018
Q4 | $1.28M | Sell |
25,692
-11,110
| -30% | -$552K | 0.06% | 294 |
|
|
2018
Q3 | $2.24M | Sell |
36,802
-4,675
| -11% | -$284K | 0.11% | 203 |
|
|
2018
Q2 | $2.4M | Buy |
41,477
+26,111
| +170% | +$1.51M | 0.14% | 167 |
|
|
2018
Q1 | $871K | Buy |
+15,366
| New | +$871K | 0.06% | 289 |
|