Clearstead Advisors’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
3,200
+2,863
| +850% | +$327K | 0.01% | 695 |
|
|
2025
Q1 | $35.6K | Buy |
337
+169
| +101% | +$17.8K | ﹤0.01% | 1255 |
|
|
2024
Q4 | $21.1K | Sell |
168
-561
| -77% | -$70.6K | ﹤0.01% | 1366 |
|
|
2024
Q3 | $113K | Buy |
729
+441
| +153% | +$68.1K | ﹤0.01% | 1001 |
|
|
2024
Q2 | $33.2K | Buy |
288
+188
| +188% | +$21.7K | ﹤0.01% | 1260 |
|
|
2024
Q1 | $12.7K | Hold |
100
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q4 | $10.3K | Sell |
100
-100
| -50% | -$10.3K | ﹤0.01% | 1055 |
|
|
2023
Q3 | $14.8K | Buy |
+200
| New | +$14.8K | ﹤0.01% | 1065 |
|
|
2023
Q2 | – | Sell |
-41
| Closed | -$2.46K | – | 1438 |
|
|
2023
Q1 | $2.46K | Buy |
+41
| New | +$2.46K | ﹤0.01% | 1107 |
|