Avantax Advisory Services’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
15,604
+5,783
| +59% | +$256K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $326K | Buy |
9,821
+839
| +9% | +$27.8K | ﹤0.01% | 1779 |
|
|
2024
Q4 | $327K | Sell |
8,982
-4,093
| -31% | -$149K | ﹤0.01% | 1726 |
|
|
2024
Q3 | $370K | Buy |
13,075
+235
| +2% | +$6.65K | ﹤0.01% | 1611 |
|
|
2024
Q2 | $331K | Sell |
12,840
-1,409
| -10% | -$36.3K | ﹤0.01% | 1629 |
|
|
2024
Q1 | $355K | Buy |
+14,249
| New | +$355K | ﹤0.01% | 1211 |
|