United Capital Financial Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $438K | Sell |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | $462K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $4.61M | Buy |
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|
2019
Q3 | $3.79M | Sell |
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|
2019
Q2 | $5M | Sell |
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|
2019
Q1 | $4.82M | Sell |
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|
2018
Q4 | $4.62M | Sell |
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|
2018
Q3 | $6.29M | Buy |
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|
2018
Q2 | $5.84M | Buy |
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|
2018
Q1 | $5.5M | Buy |
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|
2017
Q4 | $5.08M | Buy |
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|
2017
Q3 | $4.57M | Buy |
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|
2017
Q2 | $4.82M | Sell |
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|
2017
Q1 | $4.27M | Buy |
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|
2016
Q4 | $3.8M | Buy |
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|
2016
Q3 | $3.34M | Buy |
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|
2016
Q2 | $3.2M | Buy |
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|
2016
Q1 | $260K | Buy |
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|
2015
Q4 | $227K | Sell |
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|
2015
Q3 | $501K | Sell |
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|
2015
Q2 | $543K | Buy |
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|
2015
Q1 | $579K | Sell |
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|
2014
Q4 | $2.57M | Sell |
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|
2014
Q3 | $2.7M | Buy |
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|
2014
Q2 | $1.04M | Buy |
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|
2014
Q1 | $452K | Buy |
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