TFA
Transamerica Financial Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Sell |
17,970
-274
| -2% | -$97.8K | 0.6% | 37 |
|
|
2025
Q1 | $4.96M | Sell |
18,244
-789
| -4% | -$215K | 0.51% | 49 |
|
|
2024
Q4 | $6.32M | Sell |
19,033
-1,470
| -7% | -$488K | 0.62% | 33 |
|
|
2024
Q3 | $6.8M | Sell |
20,503
-4,236
| -17% | -$1.4M | 0.66% | 30 |
|
|
2024
Q2 | $7.76M | Hold |
24,739
| – | – | 0.83% | 23 |
|
|
2024
Q1 | $7.74M | Buy |
24,739
+22,346
| +934% | +$6.99M | 0.79% | 21 |
|
|
2023
Q4 | $577K | Buy |
2,393
+2,078
| +660% | +$501K | 0.08% | 160 |
|
|
2023
Q3 | $68K | Buy |
315
+282
| +855% | +$60.9K | 0.01% | 266 |
|
|
2023
Q2 | $7K | Sell |
33
-1,731
| -98% | -$367K | ﹤0.01% | 315 |
|
|
2023
Q1 | $303K | Sell |
1,764
-2
| -0.1% | -$344 | 0.04% | 209 |
|
|
2022
Q4 | $278K | Buy |
1,766
+91
| +5% | +$14.3K | 0.04% | 201 |
|
|
2022
Q3 | $224K | Buy |
1,675
+268
| +19% | +$35.8K | 0.03% | 216 |
|
|
2022
Q2 | $178K | Buy |
+1,407
| New | +$178K | 0.03% | 225 |
|
|
2020
Q3 | – | Sell |
-167
| Closed | -$15K | – | 261 |
|
|
2020
Q2 | $15K | Buy |
+167
| New | +$15K | ﹤0.01% | 234 |
|
|
2019
Q3 | – | Sell |
-146
| Closed | -$13K | – | 215 |
|
|
2019
Q2 | $13K | Buy |
+146
| New | +$13K | ﹤0.01% | 293 |
|
|
2019
Q1 | – | Sell |
-208
| Closed | -$15K | – | 202 |
|
|
2018
Q4 | $15K | Buy |
208
+17
| +9% | +$1.23K | ﹤0.01% | 266 |
|
|
2018
Q3 | $17K | Buy |
191
+186
| +3,720% | +$16.6K | ﹤0.01% | 270 |
|
|
2018
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 374 |
|
|
2016
Q2 | – | Sell |
-273
| Closed | -$18K | – | 483 |
|
|
2016
Q1 | $18K | Hold |
273
| – | – | ﹤0.01% | 495 |
|
|
2015
Q4 | $15K | Hold |
273
| – | – | ﹤0.01% | 557 |
|
|
2015
Q3 | $15K | Sell |
273
-12
| -4% | -$659 | ﹤0.01% | 530 |
|
|
2015
Q2 | $20K | Buy |
285
+12
| +4% | +$842 | ﹤0.01% | 559 |
|
|
2015
Q1 | $19K | Hold |
273
| – | – | ﹤0.01% | 550 |
|
|
2014
Q4 | $19K | Hold |
273
| – | – | ﹤0.01% | 444 |
|
|
2014
Q3 | $18K | Sell |
273
-6,929
| -96% | -$457K | ﹤0.01% | 418 |
|
|
2014
Q2 | $556K | Buy |
7,202
+240
| +3% | +$18.5K | 0.05% | 165 |
|
|
2014
Q1 | $523K | Buy |
6,962
+169
| +2% | +$12.7K | 0.05% | 153 |
|
|
2013
Q4 | $518K | Buy |
6,793
+1,963
| +41% | +$150K | 0.06% | 146 |
|
|
2013
Q3 | $333K | Sell |
4,830
-235
| -5% | -$16.2K | 0.04% | 183 |
|
|
2013
Q2 | $334K | Buy |
+5,065
| New | +$334K | 0.05% | 144 |
|