Caprock Group’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $247K | Buy |
7,446
+1,169
| +19% | +$38.8K | 0.01% | 940 |
|
|
2024
Q4 | $229K | Buy |
+6,277
| New | +$229K | 0.01% | 893 |
|
|
2023
Q4 | – | Sell |
-12,208
| Closed | -$229K | – | 719 |
|
|
2023
Q3 | $229K | Buy |
12,208
+1,413
| +13% | +$26.5K | 0.02% | 575 |
|
|
2023
Q2 | $244K | Buy |
10,795
+26
| +0.2% | +$587 | 0.02% | 562 |
|
|
2023
Q1 | $191K | Buy |
10,769
+226
| +2% | +$4.01K | 0.01% | 600 |
|
|
2022
Q4 | $190K | Buy |
+10,543
| New | +$190K | 0.02% | 512 |
|