Cambridge Investment Research Advisors’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Sell |
14,119
-1,299
| -8% | -$57.5K | ﹤0.01% | 2346 |
|
|
2025
Q1 | $511K | Buy |
15,418
+2,294
| +17% | +$76K | ﹤0.01% | 2420 |
|
|
2024
Q4 | $478K | Buy |
13,124
+1,402
| +12% | +$51.1K | ﹤0.01% | 2466 |
|
|
2024
Q3 | $332K | Buy |
11,722
+1,212
| +12% | +$34.3K | ﹤0.01% | 2758 |
|
|
2024
Q2 | $271K | Sell |
10,510
-4,426
| -30% | -$114K | ﹤0.01% | 2785 |
|
|
2024
Q1 | $372K | Buy |
14,936
+2,548
| +21% | +$63.5K | ﹤0.01% | 2536 |
|
|
2023
Q4 | $226K | Buy |
+12,388
| New | +$226K | ﹤0.01% | 2818 |
|
|
2022
Q1 | – | Sell |
-10,705
| Closed | -$372K | – | 3309 |
|
|
2021
Q4 | $372K | Sell |
10,705
-10,712
| -50% | -$372K | ﹤0.01% | 2341 |
|
|
2021
Q3 | $1.07M | Buy |
+21,417
| New | +$1.07M | 0.01% | 1464 |
|