United Capital 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 | $310K | Buy |
4,219
+40
| +1% | +$2.94K | ﹤0.01% | 903 |
|
|
2025
Q1 | $250K | Sell |
4,179
-308
| -7% | -$18.5K | ﹤0.01% | 937 |
|
|
2024
Q4 | $239K | Sell |
4,487
-36
| -0.8% | -$1.92K | ﹤0.01% | 956 |
|
|
2024
Q3 | $286K | Sell |
4,523
-477
| -10% | -$30.2K | ﹤0.01% | 892 |
|
|
2024
Q2 | $275K | Sell |
5,000
-174
| -3% | -$9.56K | ﹤0.01% | 878 |
|
|
2024
Q1 | $312K | Sell |
5,174
-207
| -4% | -$12.5K | ﹤0.01% | 856 |
|
|
2023
Q4 | $348K | Sell |
5,381
-1,277
| -19% | -$82.5K | ﹤0.01% | 819 |
|
|
2023
Q3 | $401K | Sell |
6,658
-400
| -6% | -$24.1K | ﹤0.01% | 682 |
|
|
2023
Q2 | $438K | Sell |
7,058
-352
| -5% | -$21.8K | ﹤0.01% | 697 |
|
|
2023
Q1 | $444K | Sell |
7,410
-229
| -3% | -$13.7K | ﹤0.01% | 745 |
|
|
2022
Q4 | $495K | Buy |
7,639
+103
| +1% | +$6.67K | ﹤0.01% | 758 |
|
|
2022
Q3 | $462K | Buy |
+7,536
| New | +$462K | ﹤0.01% | 779 |
|
|
2021
Q3 | – | Sell |
-3,338
| Closed | -$234K | – | 1236 |
|
|
2021
Q2 | $234K | Buy |
3,338
+246
| +8% | +$17.2K | ﹤0.01% | 1099 |
|
|
2021
Q1 | $202K | Buy |
+3,092
| New | +$202K | ﹤0.01% | 1122 |
|
|
2020
Q2 | – | Sell |
-4,740
| Closed | -$201K | – | 1249 |
|
|
2020
Q1 | $201K | Sell |
4,740
-77,436
| -94% | -$3.28M | ﹤0.01% | 1067 |
|
|
2019
Q4 | $4.61M | Buy |
82,176
+17,069
| +26% | +$958K | 0.03% | 438 |
|
|
2019
Q3 | $3.79M | Sell |
65,107
-20,626
| -24% | -$1.2M | 0.03% | 473 |
|
|
2019
Q2 | $5M | Sell |
85,733
-2,903
| -3% | -$169K | 0.03% | 424 |
|
|
2019
Q1 | $4.82M | Sell |
88,636
-4,323
| -5% | -$235K | 0.03% | 426 |
|
|
2018
Q4 | $4.62M | Sell |
92,959
-10,430
| -10% | -$519K | 0.04% | 399 |
|
|
2018
Q3 | $6.29M | Buy |
103,389
+2,504
| +2% | +$152K | 0.04% | 393 |
|
|
2018
Q2 | $5.84M | Buy |
100,885
+4,124
| +4% | +$239K | 0.04% | 387 |
|
|
2018
Q1 | $5.5M | Buy |
96,761
+10,034
| +12% | +$570K | 0.04% | 397 |
|
|
2017
Q4 | $5.08M | Buy |
86,727
+5,453
| +7% | +$319K | 0.04% | 411 |
|
|
2017
Q3 | $4.57M | Buy |
81,274
+7,472
| +10% | +$420K | 0.04% | 405 |
|
|
2017
Q2 | $4.82M | Sell |
73,802
-11,433
| -13% | -$747K | 0.04% | 381 |
|
|
2017
Q1 | $4.27M | Buy |
85,235
+8,212
| +11% | +$411K | 0.04% | 395 |
|
|
2016
Q4 | $3.8M | Buy |
77,023
+1,873
| +2% | +$92.4K | 0.04% | 426 |
|
|
2016
Q3 | $3.34M | Buy |
75,150
+820
| +1% | +$36.4K | 0.03% | 466 |
|
|
2016
Q2 | $3.2M | Buy |
74,330
+68,297
| +1,132% | +$2.94M | 0.03% | 452 |
|
|
2016
Q1 | $260K | Buy |
6,033
+242
| +4% | +$10.4K | ﹤0.01% | 1041 |
|
|
2015
Q4 | $227K | Sell |
5,791
-6,910
| -54% | -$271K | ﹤0.01% | 1098 |
|
|
2015
Q3 | $501K | Sell |
12,701
-69
| -0.5% | -$2.72K | 0.01% | 894 |
|
|
2015
Q2 | $543K | Buy |
12,770
+217
| +2% | +$9.23K | 0.01% | 889 |
|
|
2015
Q1 | $579K | Sell |
12,553
-41,304
| -77% | -$1.91M | 0.01% | 852 |
|
|
2014
Q4 | $2.57M | Sell |
53,857
-776
| -1% | -$37.1K | 0.04% | 406 |
|
|
2014
Q3 | $2.7M | Buy |
54,633
+34,320
| +169% | +$1.69M | 0.05% | 365 |
|
|
2014
Q2 | $1.04M | Buy |
20,313
+10,679
| +111% | +$549K | 0.02% | 558 |
|
|
2014
Q1 | $452K | Buy |
+9,634
| New | +$452K | 0.01% | 651 |
|