Clearstead 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 | $562K | Sell |
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|
2025
Q2 | $694K | Sell |
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|
2025
Q1 | $523K | Buy |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $434K | Sell |
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|
2024
Q2 | $452K | Hold |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $802K | Buy |
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|
2023
Q2 | $499K | Hold |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $439K | Hold |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $457K | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | $2K | Buy |
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