Stifel Financial’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-62,528
| Closed | -$2.45M | – | 3174 |
|
|
2020
Q3 | $2.45M | Sell |
62,528
-18,095
| -22% | -$708K | 0.01% | 1115 |
|
|
2020
Q2 | $2.93M | Buy |
80,623
+15,533
| +24% | +$565K | 0.01% | 959 |
|
|
2020
Q1 | $2.31M | Sell |
65,090
-3,664
| -5% | -$130K | 0.01% | 978 |
|
|
2019
Q4 | $3.37M | Sell |
68,754
-14,218
| -17% | -$698K | 0.01% | 1036 |
|
|
2019
Q3 | $3.83M | Buy |
82,972
+78,139
| +1,617% | +$3.6M | 0.01% | 952 |
|
|
2019
Q2 | $233K | Sell |
4,833
-164,079
| -97% | -$7.91M | ﹤0.01% | 2638 |
|
|
2019
Q1 | $8.37M | Buy |
168,912
+9,809
| +6% | +$486K | 0.02% | 605 |
|
|
2018
Q4 | $7.77M | Sell |
159,103
-8,934
| -5% | -$436K | 0.03% | 573 |
|
|
2018
Q3 | $8.84M | Buy |
168,037
+162,432
| +2,898% | +$8.55M | 0.03% | 591 |
|
|
2018
Q2 | $308K | Sell |
5,605
-1,955
| -26% | -$107K | ﹤0.01% | 2277 |
|
|
2018
Q1 | $450K | Buy |
+7,560
| New | +$450K | ﹤0.01% | 2031 |
|
|
2017
Q1 | – | Sell |
-8,195
| Closed | -$363K | – | 2632 |
|
|
2016
Q4 | $363K | Buy |
8,195
+2,014
| +33% | +$89.2K | ﹤0.01% | 1941 |
|
|
2016
Q3 | $219K | Buy |
+6,181
| New | +$219K | ﹤0.01% | 2138 |
|
|
2016
Q1 | – | Sell |
-6,595
| Closed | -$229K | – | 2424 |
|
|
2015
Q4 | $229K | Buy |
+6,595
| New | +$229K | ﹤0.01% | 2053 |
|
|
2015
Q2 | – | Sell |
-12,978
| Closed | -$484K | – | 2453 |
|
|
2015
Q1 | $484K | Buy |
+12,978
| New | +$484K | ﹤0.01% | 1640 |
|