CAPTRUST Financial Advisors’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.84M | Buy |
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|
2025
Q2 | $2.16M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $830K | Buy |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $43K | Sell |
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|
2022
Q1 | $106K | Buy |
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|
2021
Q4 | $117K | Buy |
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|
2021
Q3 | $8K | Buy |
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