Steward Partners Investment Advisory’s Telus TU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.38K | Sell |
584
-232
| -28% | -$3.73K | ﹤0.01% | 3246 |
|
2025
Q1 | $11.7K | Sell |
816
-26
| -3% | -$373 | ﹤0.01% | 3020 |
|
2024
Q4 | $11.4K | Buy |
842
+326
| +63% | +$4.42K | ﹤0.01% | 3043 |
|
2024
Q3 | $8.66K | Sell |
516
-1,192
| -70% | -$20K | ﹤0.01% | 3002 |
|
2024
Q2 | $25.9K | Sell |
1,708
-112
| -6% | -$1.7K | ﹤0.01% | 2411 |
|
2024
Q1 | $29.1K | Sell |
1,820
-350
| -16% | -$5.6K | ﹤0.01% | 2359 |
|
2023
Q4 | $38.6K | Sell |
2,170
-300
| -12% | -$5.34K | ﹤0.01% | 2104 |
|
2023
Q3 | $40.4K | Buy |
2,470
+2,050
| +488% | +$33.5K | ﹤0.01% | 2005 |
|
2023
Q2 | $8.17K | Hold |
420
| – | – | ﹤0.01% | 2635 |
|
2023
Q1 | $8.34K | Sell |
420
-30
| -7% | -$596 | ﹤0.01% | 2605 |
|
2022
Q4 | $8.69K | Buy |
450
+30
| +7% | +$579 | ﹤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% | -$14.5K | ﹤0.01% | 6265 |
|
2021
Q1 | $21.9K | Buy |
1,098
+1,040
| +1,793% | +$20.7K | ﹤0.01% | 2430 |
|
2020
Q4 | $1K | Sell |
58
-276
| -83% | -$4.76K | ﹤0.01% | 2820 |
|
2020
Q3 | $6K | Buy |
334
+240
| +255% | +$4.31K | ﹤0.01% | 2323 |
|
2020
Q2 | $2K | Sell |
94
-276
| -75% | -$5.87K | ﹤0.01% | 2496 |
|
2020
Q1 | $5K | Buy |
+370
| New | +$5K | ﹤0.01% | 2101 |
|
2018
Q3 | – | Sell |
-722
| Closed | -$13K | – | 2706 |
|
2018
Q2 | $13K | Buy |
+722
| New | +$13K | ﹤0.01% | 1656 |
|