Steward Partners Investment Advisory’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 | $282K | Sell |
5,771
-1,089
| -16% | -$53.1K | ﹤0.01% | 1586 |
|
|
2025
Q1 | $324K | Buy |
6,860
+2,142
| +45% | +$101K | ﹤0.01% | 1406 |
|
|
2024
Q4 | $220K | Buy |
4,718
+2,454
| +108% | +$114K | ﹤0.01% | 1557 |
|
|
2024
Q3 | $108K | Buy |
2,264
+658
| +41% | +$31.3K | ﹤0.01% | 1837 |
|
|
2024
Q2 | $60.9K | Sell |
1,606
-164
| -9% | -$6.21K | ﹤0.01% | 2008 |
|
|
2024
Q1 | $71.2K | Buy |
1,770
+304
| +21% | +$12.2K | ﹤0.01% | 1933 |
|
|
2023
Q4 | $57.3K | Sell |
1,466
-1,071
| -42% | -$41.9K | ﹤0.01% | 1920 |
|
|
2023
Q3 | $87.3K | Buy |
2,537
+1,249
| +97% | +$43K | ﹤0.01% | 1645 |
|
|
2023
Q2 | $52K | Buy |
1,288
+14
| +1% | +$566 | ﹤0.01% | 1863 |
|
|
2023
Q1 | $49.6K | Sell |
1,274
-430
| -25% | -$16.7K | ﹤0.01% | 1868 |
|
|
2022
Q4 | $67.9K | Sell |
1,704
-38
| -2% | -$1.52K | ﹤0.01% | 1719 |
|
|
2022
Q3 | $70K | Buy |
1,742
+354
| +26% | +$14.2K | ﹤0.01% | 1637 |
|
|
2022
Q2 | $72K | Buy |
1,388
+160
| +13% | +$8.3K | ﹤0.01% | 1630 |
|
|
2022
Q1 | $69K | Sell |
1,228
-89
| -7% | -$5K | ﹤0.01% | 1761 |
|
|
2021
Q4 | $61K | Buy |
1,317
+9
| +0.7% | +$417 | ﹤0.01% | 1814 |
|
|
2021
Q3 | $63K | Sell |
1,308
-1,989
| -60% | -$95.8K | ﹤0.01% | 1770 |
|
|
2021
Q2 | $163K | Buy |
3,297
+442
| +15% | +$21.9K | ﹤0.01% | 1697 |
|
|
2021
Q1 | $131K | Buy |
2,855
+1,538
| +117% | +$70.5K | ﹤0.01% | 1488 |
|
|
2020
Q4 | $54K | Sell |
1,317
-89
| -6% | -$3.65K | ﹤0.01% | 1639 |
|
|
2020
Q3 | $59K | Sell |
1,406
-97
| -6% | -$4.07K | ﹤0.01% | 1430 |
|
|
2020
Q2 | $64K | Buy |
1,503
+335
| +29% | +$14.3K | ﹤0.01% | 1313 |
|
|
2020
Q1 | $51K | Buy |
1,168
+649
| +125% | +$28.3K | ﹤0.01% | 1250 |
|
|
2019
Q4 | $27K | Sell |
519
-413
| -44% | -$21.5K | ﹤0.01% | 1676 |
|
|
2019
Q3 | $48K | Sell |
932
-52
| -5% | -$2.68K | ﹤0.01% | 1373 |
|
|
2019
Q2 | $48K | Buy |
+984
| New | +$48K | ﹤0.01% | 1354 |
|
|
2018
Q4 | – | Sell |
-834
| Closed | -$34K | – | 2051 |
|
|
2018
Q3 | $34K | Buy |
834
+26
| +3% | +$1.06K | ﹤0.01% | 1349 |
|
|
2018
Q2 | $35K | Buy |
808
+1
| +0.1% | +$43 | ﹤0.01% | 1245 |
|
|
2018
Q1 | $33K | Buy |
+807
| New | +$33K | ﹤0.01% | 1154 |
|