Umpqua Bank’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 | $270K | Hold |
3,650
| – | – | 0.08% | 148 |
|
2025
Q1 | $219K | Buy |
+3,650
| New | +$219K | 0.08% | 152 |
|
2024
Q4 | – | Sell |
-3,750
| Closed | -$237K | – | 161 |
|
2024
Q3 | $237K | Hold |
3,750
| – | – | 0.09% | 143 |
|
2024
Q2 | $206K | Hold |
3,750
| – | – | 0.08% | 146 |
|
2024
Q1 | $226K | Buy |
+3,750
| New | +$226K | 0.09% | 135 |
|