Summit Trail Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
+8,557
| New | +$534K | 0.01% | 713 |
|
|
2024
Q4 | – | Sell |
-3,726
| Closed | -$244K | – | 741 |
|
|
2024
Q3 | $244K | Buy |
+3,726
| New | +$244K | 0.01% | 612 |
|
|
2024
Q2 | – | Sell |
-3,103
| Closed | -$216K | – | 667 |
|
|
2024
Q1 | $216K | Buy |
+3,103
| New | +$216K | 0.01% | 542 |
|
|
2018
Q2 | – | Sell |
-34,550
| Closed | -$1.6M | – | 672 |
|
|
2018
Q1 | $1.6M | Buy |
34,550
+6,785
| +24% | +$313K | 0.27% | 79 |
|
|
2017
Q4 | $1.62M | Buy |
+27,765
| New | +$1.62M | 0.2% | 95 |
|