Bleakley Financial Group’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$495K	Buy	+11,168	New	+$495K	0.01%	490
2025 Q1	–	Sell	-9,394	Closed	-$342K	–	954
2024 Q4	$342K	Buy	+9,394	New	+$342K	0.01%	746