Bank of New York Mellon’s The Oncology Institute TOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
248,646
+123,505
| +99% | +$253K | ﹤0.01% | 3477 |
|
|
2025
Q1 | $143K | Hold |
125,141
| – | – | ﹤0.01% | 3937 |
|
|
2024
Q4 | $38.7K | Hold |
125,141
| – | – | ﹤0.01% | 4066 |
|
|
2024
Q3 | $40.9K | Buy |
125,141
+80,073
| +178% | +$26.2K | ﹤0.01% | 4042 |
|
|
2024
Q2 | $20.7K | Hold |
45,068
| – | – | ﹤0.01% | 4074 |
|
|
2024
Q1 | $71.2K | Sell |
45,068
-3,651
| -7% | -$5.77K | ﹤0.01% | 4053 |
|
|
2023
Q4 | $99.4K | Buy |
+48,719
| New | +$99.4K | ﹤0.01% | 4078 |
|
|
2023
Q2 | – | Sell |
-93,656
| Closed | -$63.5K | – | 4446 |
|
|
2023
Q1 | $63.5K | Sell |
93,656
-2,270
| -2% | -$1.54K | ﹤0.01% | 4145 |
|
|
2022
Q4 | $158K | Buy |
95,926
+9,414
| +11% | +$15.5K | ﹤0.01% | 4035 |
|
|
2022
Q3 | $401K | Buy |
86,512
+49,057
| +131% | +$227K | ﹤0.01% | 3693 |
|
|
2022
Q2 | $190K | Buy |
+37,455
| New | +$190K | ﹤0.01% | 4075 |
|