United Capital Financial Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Sell |
15,538
-3,946
| -20% | -$242K | 0.01% | 594 |
|
|
2025
Q1 | $1.26M | Buy |
19,484
+840
| +5% | +$54.3K | 0.01% | 517 |
|
|
2024
Q4 | $1.02M | Sell |
18,644
-996
| -5% | -$54.3K | 0.01% | 537 |
|
|
2024
Q3 | $1.27M | Buy |
19,640
+236
| +1% | +$15.3K | 0.01% | 493 |
|
|
2024
Q2 | $1.29M | Sell |
19,404
-754
| -4% | -$50.3K | 0.01% | 473 |
|
|
2024
Q1 | $1.39M | Sell |
20,158
-1,326
| -6% | -$91.3K | 0.01% | 494 |
|
|
2023
Q4 | $1.45M | Sell |
21,484
-5,716
| -21% | -$385K | 0.01% | 482 |
|
|
2023
Q3 | $1.79M | Buy |
27,200
+1,180
| +5% | +$77.6K | 0.01% | 438 |
|
|
2023
Q2 | $1.5M | Sell |
26,020
-5,701
| -18% | -$329K | 0.01% | 481 |
|
|
2023
Q1 | $1.87M | Buy |
31,721
+567
| +2% | +$33.5K | 0.01% | 460 |
|
|
2022
Q4 | $1.93M | Buy |
31,154
+5,414
| +21% | +$336K | 0.01% | 490 |
|
|
2022
Q3 | $1.2M | Buy |
25,740
+4,867
| +23% | +$226K | 0.01% | 578 |
|
|
2022
Q2 | $1.1M | Sell |
20,873
-725
| -3% | -$38.2K | 0.01% | 620 |
|
|
2022
Q1 | $1.09M | Buy |
21,598
+341
| +2% | +$17.2K | 0.01% | 643 |
|
|
2021
Q4 | $1.05M | Sell |
21,257
-484
| -2% | -$23.9K | ﹤0.01% | 665 |
|
|
2021
Q3 | $1.04M | Buy |
21,741
+470
| +2% | +$22.5K | 0.01% | 665 |
|
|
2021
Q2 | $963K | Buy |
21,271
+600
| +3% | +$27.2K | ﹤0.01% | 707 |
|
|
2021
Q1 | $962K | Sell |
20,671
-1,173
| -5% | -$54.6K | 0.01% | 682 |
|
|
2020
Q4 | $915K | Sell |
21,844
-49,278
| -69% | -$2.06M | 0.01% | 694 |
|
|
2020
Q3 | $2.44M | Sell |
71,122
-26,799
| -27% | -$919K | 0.02% | 457 |
|
|
2020
Q2 | $3.77M | Sell |
97,921
-150,785
| -61% | -$5.8M | 0.03% | 408 |
|
|
2020
Q1 | $9.26M | Buy |
248,706
+9,190
| +4% | +$342K | 0.08% | 249 |
|
|
2019
Q4 | $13.2M | Buy |
239,516
+15,101
| +7% | +$835K | 0.09% | 260 |
|
|
2019
Q3 | $11.7M | Sell |
224,415
-11,896
| -5% | -$619K | 0.08% | 267 |
|
|
2019
Q2 | $13.2M | Buy |
236,311
+14,242
| +6% | +$795K | 0.09% | 247 |
|
|
2019
Q1 | $12.4M | Buy |
222,069
+5,081
| +2% | +$283K | 0.09% | 258 |
|
|
2018
Q4 | $11.3M | Buy |
216,988
+48,281
| +29% | +$2.52M | 0.09% | 238 |
|
|
2018
Q3 | $10.9M | Buy |
168,707
+5,053
| +3% | +$325K | 0.08% | 286 |
|
|
2018
Q2 | $9.91M | Buy |
163,654
+7,061
| +5% | +$428K | 0.07% | 301 |
|
|
2018
Q1 | $9.03M | Buy |
156,593
+74,679
| +91% | +$4.31M | 0.07% | 311 |
|
|
2017
Q4 | $4.53M | Buy |
81,914
+3,808
| +5% | +$210K | 0.04% | 425 |
|
|
2017
Q3 | $4.18M | Buy |
78,106
+10,212
| +15% | +$547K | 0.04% | 420 |
|
|
2017
Q2 | $3.37M | Buy |
67,894
+7,624
| +13% | +$378K | 0.03% | 452 |
|
|
2017
Q1 | $3.04M | Buy |
60,270
+4,691
| +8% | +$237K | 0.03% | 465 |
|
|
2016
Q4 | $2.83M | Buy |
55,579
+628
| +1% | +$32K | 0.03% | 480 |
|
|
2016
Q3 | $2.62M | Buy |
54,951
+4,687
| +9% | +$224K | 0.03% | 519 |
|
|
2016
Q2 | $2.41M | Buy |
50,264
+2,522
| +5% | +$121K | 0.02% | 522 |
|
|
2016
Q1 | $2.17M | Buy |
47,742
+35,719
| +297% | +$1.62M | 0.02% | 513 |
|
|
2015
Q4 | $540K | Sell |
12,023
-4,137
| -26% | -$186K | 0.01% | 864 |
|
|
2015
Q3 | $723K | Sell |
16,160
-541
| -3% | -$24.2K | 0.01% | 786 |
|
|
2015
Q2 | $821K | Sell |
16,701
-7,095
| -30% | -$349K | 0.01% | 767 |
|
|
2015
Q1 | $1.29M | Sell |
23,796
-546
| -2% | -$29.5K | 0.02% | 673 |
|
|
2014
Q4 | $1.25M | Sell |
24,342
-8,403
| -26% | -$430K | 0.02% | 591 |
|
|
2014
Q3 | $2.11M | Buy |
32,745
+1,814
| +6% | +$117K | 0.04% | 427 |
|
|
2014
Q2 | $2.23M | Buy |
30,931
+24,618
| +390% | +$1.78M | 0.04% | 393 |
|
|
2014
Q1 | $414K | Buy |
+6,313
| New | +$414K | 0.01% | 681 |
|
|
2013
Q4 | – | Sell |
-4,051
| Closed | -$235K | – | 762 |
|
|
2013
Q3 | $235K | Buy |
+4,051
| New | +$235K | 0.01% | 602 |
|