Boston Financial Management’s The Oncology Institute TOI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,679
Closed -$253K 350
2024
Q3
$253K Sell
2,679
-88
-3% -$8.31K 0.01% 295
2024
Q2
$231K Sell
2,767
-4,588
-62% -$383K 0.01% 307
2024
Q1
$652K Sell
7,355
-2,130
-22% -$189K 0.02% 225
2023
Q4
$637K Buy
+9,485
New +$637K 0.02% 223