Summit Securities Group’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,300
| Closed | -$69.2K | – | 943 |
|
|
2024
Q4 | $69.2K | Sell |
1,300
-1,410
| -52% | -$75.1K | 0.01% | 152 |
|
|
2024
Q3 | $512K | Buy |
2,710
+2,610
| +2,610% | +$493K | 0.14% | 40 |
|
|
2024
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 377 |
|
|
2024
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 240 |
|
|
2023
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 352 |
|
|
2023
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 301 |
|
|
2023
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 678 |
|
|
2023
Q1 | – | Sell |
-1,294
| Closed | -$84K | – | 1061 |
|
|
2022
Q4 | $84K | Sell |
1,294
-106
| -8% | -$6.88K | ﹤0.01% | 428 |
|
|
2022
Q3 | $86K | Hold |
1,400
| – | – | 0.01% | 376 |
|
|
2022
Q2 | $92K | Buy |
1,400
+1,200
| +600% | +$78.9K | 0.01% | 280 |
|
|
2022
Q1 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 525 |
|
|
2021
Q4 | – | Sell |
-6,100
| Closed | -$404K | – | 516 |
|
|
2021
Q3 | $404K | Buy |
+6,100
| New | +$404K | 0.03% | 204 |
|
|
2015
Q1 | – | Sell |
-3,900
| Closed | -$186K | – | 509 |
|
|
2014
Q4 | $186K | Sell |
3,900
-3,200
| -45% | -$153K | 0.05% | 194 |
|
|
2014
Q3 | $351K | Buy |
+7,100
| New | +$351K | 0.1% | 139 |
|
|
2014
Q2 | – | Sell |
-5,600
| Closed | -$263K | – | 545 |
|
|
2014
Q1 | $263K | Sell |
5,600
-28,160
| -83% | -$1.32M | 0.16% | 78 |
|
|
2013
Q4 | $1.59M | Sell |
33,760
-34,040
| -50% | -$1.6M | 0.28% | 53 |
|
|
2013
Q3 | $3.05M | Buy |
+67,800
| New | +$3.05M | 1.04% | 20 |
|