Charles Schwab’s The Oncology Institute TOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
+147,534
| New | +$302K | ﹤0.01% | 3306 |
|
|
2023
Q2 | – | Sell |
-87,594
| Closed | -$59.4K | – | 3679 |
|
|
2023
Q1 | $59.4K | Hold |
87,594
| – | – | ﹤0.01% | 3322 |
|
|
2022
Q4 | $145K | Hold |
87,594
| – | – | ﹤0.01% | 3228 |
|
|
2022
Q3 | $406K | Buy |
87,594
+46,333
| +112% | +$215K | ﹤0.01% | 3060 |
|
|
2022
Q2 | $209K | Buy |
+41,261
| New | +$209K | ﹤0.01% | 3236 |
|