Valeo 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 | $628K | Buy |
10,234
+379
| +4% | +$23.3K | 0.02% | 399 |
|
|
2025
Q1 | $638K | Buy |
9,855
+433
| +5% | +$28K | 0.02% | 346 |
|
|
2024
Q4 | $513K | Sell |
9,422
-749
| -7% | -$40.8K | 0.01% | 398 |
|
|
2024
Q3 | $657K | Buy |
10,171
+54
| +0.5% | +$3.49K | 0.02% | 346 |
|
|
2024
Q2 | $675K | Buy |
10,117
+137
| +1% | +$9.14K | 0.02% | 308 |
|
|
2024
Q1 | $726K | Sell |
9,980
-955
| -9% | -$69.5K | 0.03% | 290 |
|
|
2023
Q4 | $737K | Sell |
10,935
-850
| -7% | -$57.3K | 0.03% | 274 |
|
|
2023
Q3 | $775K | Sell |
11,785
-2,134
| -15% | -$140K | 0.04% | 246 |
|
|
2023
Q2 | $802K | Buy |
13,919
+771
| +6% | +$44.4K | 0.04% | 235 |
|
|
2023
Q1 | $776K | Buy |
13,148
+262
| +2% | +$15.5K | 0.04% | 252 |
|
|
2022
Q4 | $800K | Buy |
12,886
+2,698
| +26% | +$167K | 0.04% | 214 |
|
|
2022
Q3 | $474K | Buy |
10,188
+462
| +5% | +$21.5K | 0.03% | 266 |
|
|
2022
Q2 | $512K | Buy |
9,726
+4,022
| +71% | +$212K | 0.03% | 247 |
|
|
2022
Q1 | $288K | Sell |
5,704
-2,835
| -33% | -$143K | 0.01% | 435 |
|
|
2021
Q4 | $422K | Sell |
8,539
-479
| -5% | -$23.7K | 0.02% | 336 |
|
|
2021
Q3 | $432K | Sell |
9,018
-263
| -3% | -$12.6K | 0.02% | 321 |
|
|
2021
Q2 | $420K | Buy |
9,281
+720
| +8% | +$32.6K | 0.03% | 279 |
|
|
2021
Q1 | $398K | Sell |
8,561
-3,514
| -29% | -$163K | 0.02% | 299 |
|
|
2020
Q4 | $506K | Sell |
12,075
-1,583
| -12% | -$66.3K | 0.03% | 242 |
|
|
2020
Q3 | $468K | Sell |
13,658
-10,313
| -43% | -$353K | 0.04% | 194 |
|
|
2020
Q2 | $922K | Sell |
23,971
-8,130
| -25% | -$313K | 0.08% | 136 |
|
|
2020
Q1 | $1.18M | Buy |
32,101
+6,011
| +23% | +$221K | 0.13% | 107 |
|
|
2019
Q4 | $1.44M | Buy |
26,090
+1,288
| +5% | +$71.2K | 0.14% | 100 |
|
|
2019
Q3 | $1.29M | Sell |
24,802
-1,576
| -6% | -$82K | 0.14% | 93 |
|
|
2019
Q2 | $1.47M | Sell |
26,378
-2,605
| -9% | -$145K | 0.17% | 91 |
|
|
2019
Q1 | $1.61M | Sell |
28,983
-61
| -0.2% | -$3.4K | 0.2% | 86 |
|
|
2018
Q4 | $1.52M | Buy |
29,044
+151
| +0.5% | +$7.88K | 0.21% | 74 |
|
|
2018
Q3 | $1.69M | Sell |
28,893
-61
| -0.2% | -$3.57K | 0.23% | 73 |
|
|
2018
Q2 | $1.78M | Buy |
28,954
+789
| +3% | +$48.6K | 0.25% | 65 |
|
|
2018
Q1 | $1.63M | Sell |
28,165
-5,252
| -16% | -$303K | 0.26% | 67 |
|
|
2017
Q4 | $1.85M | Buy |
33,417
+3,901
| +13% | +$216K | 0.3% | 66 |
|
|
2017
Q3 | $1.58M | Buy |
+29,516
| New | +$1.58M | 0.36% | 61 |
|