Cetera Investment Advisers’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
91,295
+26,300
| +40% | +$1.16M | 0.01% | 1326 |
|
|
2025
Q1 | $2.16M | Buy |
64,995
+11,747
| +22% | +$390K | ﹤0.01% | 1694 |
|
|
2024
Q4 | $1.94M | Buy |
53,248
+19,861
| +59% | +$724K | ﹤0.01% | 1685 |
|
|
2024
Q3 | $945K | Sell |
33,387
-2,937
| -8% | -$83.1K | ﹤0.01% | 2159 |
|
|
2024
Q2 | $936K | Buy |
36,324
+13,731
| +61% | +$354K | ﹤0.01% | 2119 |
|
|
2024
Q1 | $563K | Buy |
+22,593
| New | +$563K | ﹤0.01% | 2512 |
|