Steward Partners Investment Advisory’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-420
| Closed | -$5.53K | – | 4568 |
|
|
2025
Q4 | $5.53K | Sell |
420
-164
| -28% | -$2.31K | ﹤0.01% | 3666 |
|
|
2025
Q3 | $9.21K | Hold |
584
| – | – | ﹤0.01% | 3438 |
|
|
2025
Q2 | $9.38K | Sell |
584
-232
| -28% | -$3.6K | ﹤0.01% | 3246 |
|
|
2025
Q1 | $11.7K | Sell |
816
-26
| -3% | -$381 | ﹤0.01% | 3020 |
|
|
2024
Q4 | $11.4K | Buy |
842
+326
| +63% | +$5.03K | ﹤0.01% | 3043 |
|
|
2024
Q3 | $8.66K | Sell |
516
-1,192
| -70% | -$19.3K | ﹤0.01% | 3002 |
|
|
2024
Q2 | $25.9K | Sell |
1,708
-112
| -6% | -$1.8K | ﹤0.01% | 2411 |
|
|
2024
Q1 | $29.1K | Sell |
1,820
-350
| -16% | -$6.12K | ﹤0.01% | 2359 |
|
|
2023
Q4 | $38.6K | Sell |
2,170
-300
| -12% | -$5.19K | ﹤0.01% | 2104 |
|
|
2023
Q3 | $40.4K | Buy |
2,470
+2,050
| +488% | +$36.1K | ﹤0.01% | 2005 |
|
|
2023
Q2 | $8.17K | Hold |
420
| – | – | ﹤0.01% | 2635 |
|
|
2023
Q1 | $8.34K | Sell |
420
-30
| -7% | -$610 | ﹤0.01% | 2605 |
|
|
2022
Q4 | $8.69K | Buy |
450
+30
| +7% | +$619 | ﹤0.01% | 2584 |
|
|
2022
Q3 | $8K | Hold |
420
| – | – | ﹤0.01% | 2630 |
|
|
2022
Q2 | $9K | Hold |
420
| – | – | ﹤0.01% | 2574 |
|
|
2022
Q1 | $11K | Hold |
420
| – | – | ﹤0.01% | 2637 |
|
|
2021
Q4 | $10K | Hold |
420
| – | – | ﹤0.01% | 2611 |
|
|
2021
Q3 | $9K | Hold |
420
| – | – | ﹤0.01% | 2644 |
|
|
2021
Q2 | $9K | Sell |
420
-678
| -62% | -$14.7K | ﹤0.01% | 6267 |
|
|
2021
Q1 | $21.9K | Buy |
1,098
+1,040
| +1,793% | +$21.6K | ﹤0.01% | 2430 |
|
|
2020
Q4 | $1K | Sell |
58
-276
| -83% | -$5.2K | ﹤0.01% | 2820 |
|
|
2020
Q3 | $6K | Buy |
334
+240
| +255% | +$4.26K | ﹤0.01% | 2323 |
|
|
2020
Q2 | $2K | Sell |
94
-276
| -75% | -$4.59K | ﹤0.01% | 2496 |
|
|
2020
Q1 | $5K | Buy |
+370
| New | +$6.85K | ﹤0.01% | 2101 |
|
|
2018
Q3 | – | Sell |
-722
| Closed | -$13K | – | 2706 |
|
|
2018
Q2 | $13K | Buy |
+722
| New | +$12.8K | ﹤0.01% | 1656 |
|
Other funds holding TU
FDCDDQ
