Allworth Financial’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.1K | Buy |
1,402
+604
| +76% | +$26.8K | ﹤0.01% | 1814 |
|
|
2025
Q1 | $28.7K | Sell |
798
-2,322
| -74% | -$83.5K | ﹤0.01% | 1852 |
|
|
2024
Q4 | $121K | Buy |
3,120
+156
| +5% | +$6.05K | ﹤0.01% | 1171 |
|
|
2024
Q3 | $83.9K | Buy |
2,964
+40
| +1% | +$1.13K | ﹤0.01% | 1165 |
|
|
2024
Q2 | $79.4K | Buy |
2,924
+2,774
| +1,849% | +$75.4K | ﹤0.01% | 1163 |
|
|
2024
Q1 | $3.74K | Buy |
150
+19
| +15% | +$473 | ﹤0.01% | 2534 |
|
|
2023
Q4 | $2.39K | Buy |
131
+77
| +143% | +$1.41K | ﹤0.01% | 2603 |
|
|
2023
Q3 | $1.01K | Buy |
54
+27
| +100% | +$506 | ﹤0.01% | 2845 |
|
|
2023
Q2 | $610 | Sell |
27
-57
| -68% | -$1.29K | ﹤0.01% | 2850 |
|
|
2023
Q1 | $1.49K | Sell |
84
-802
| -91% | -$14.2K | ﹤0.01% | 2528 |
|
|
2022
Q4 | $16K | Buy |
886
+90
| +11% | +$1.62K | ﹤0.01% | 1485 |
|
|
2022
Q3 | $13K | Buy |
+796
| New | +$13K | ﹤0.01% | 1506 |
|