Transamerica Financial Advisors’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
Q2 | $162K | Buy |
2,202
+2,193
| +24,367% | +$161K | 0.02% | 236 |
|
2025
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 549 |
|
2024
Q4 | $1K | Sell |
9
-4
| -31% | -$444 | ﹤0.01% | 545 |
|
2024
Q3 | $1K | Sell |
13
-50
| -79% | -$3.85K | ﹤0.01% | 548 |
|
2024
Q2 | $4K | Hold |
63
| – | – | ﹤0.01% | 360 |
|
2024
Q1 | $4K | Sell |
63
-4,001
| -98% | -$254K | ﹤0.01% | 391 |
|
2023
Q4 | $263K | Sell |
4,064
-1,712
| -30% | -$111K | 0.04% | 226 |
|
2023
Q3 | $349K | Buy |
5,776
+267
| +5% | +$16.1K | 0.05% | 186 |
|
2023
Q2 | $342K | Sell |
5,509
-7
| -0.1% | -$435 | 0.04% | 200 |
|
2023
Q1 | $331K | Buy |
5,516
+124
| +2% | +$7.44K | 0.04% | 205 |
|
2022
Q4 | $350K | Buy |
5,392
+289
| +6% | +$18.8K | 0.05% | 188 |
|
2022
Q3 | $313K | Sell |
5,103
-4,082
| -44% | -$250K | 0.05% | 182 |
|
2022
Q2 | $603K | Buy |
+9,185
| New | +$603K | 0.09% | 157 |
|