Summit Global Investments’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-432,437
| Closed | -$5.86M | – | 582 |
|
|
2024
Q4 | $5.86M | Buy |
432,437
+364,149
| +533% | +$4.94M | 0.37% | 64 |
|
|
2024
Q3 | $1.15M | Buy |
+68,288
| New | +$1.15M | 0.07% | 224 |
|
|
2024
Q2 | – | Sell |
-43,418
| Closed | -$695K | – | 583 |
|
|
2024
Q1 | $695K | Buy |
43,418
+8,561
| +25% | +$137K | 0.05% | 271 |
|
|
2023
Q4 | $620K | Buy |
34,857
+253
| +0.7% | +$4.5K | 0.04% | 308 |
|
|
2023
Q3 | $565K | Sell |
34,604
-107
| -0.3% | -$1.75K | 0.04% | 320 |
|
|
2023
Q2 | $675K | Buy |
+34,711
| New | +$675K | 0.04% | 289 |
|
|
2023
Q1 | – | Sell |
-11,487
| Closed | -$222K | – | 579 |
|
|
2022
Q4 | $222K | Hold |
11,487
| – | – | 0.02% | 436 |
|
|
2022
Q3 | $228K | Buy |
+11,487
| New | +$228K | 0.02% | 432 |
|
|
2020
Q1 | – | Sell |
-42,860
| Closed | -$830K | – | 305 |
|
|
2019
Q4 | $830K | Buy |
42,860
+3,550
| +9% | +$68.7K | 0.09% | 204 |
|
|
2019
Q3 | $700K | Buy |
39,310
+1,300
| +3% | +$23.1K | 0.08% | 244 |
|
|
2019
Q2 | $701K | Buy |
38,010
+3,300
| +10% | +$60.9K | 0.09% | 206 |
|
|
2019
Q1 | $643K | Sell |
34,710
-13,266
| -28% | -$246K | 0.08% | 227 |
|
|
2018
Q4 | $795K | Buy |
47,976
+6
| +0% | +$99 | 0.12% | 116 |
|
|
2018
Q3 | $884K | Buy |
47,970
+6,810
| +17% | +$125K | 0.12% | 139 |
|
|
2018
Q2 | $731K | Hold |
41,160
| – | – | 0.11% | 133 |
|
|
2018
Q1 | $724K | Sell |
41,160
-1,760
| -4% | -$31K | 0.12% | 107 |
|
|
2017
Q4 | $813K | Hold |
42,920
| – | – | 0.13% | 105 |
|
|
2017
Q3 | $772K | Buy |
42,920
+5,080
| +13% | +$91.4K | 0.12% | 114 |
|
|
2017
Q2 | $653K | Buy |
+37,840
| New | +$653K | 0.2% | 80 |
|