CA
Clearstead Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Sell |
15,679
-84
| -0.5% | -$3.72K | 0.01% | 513 |
|
|
2025
Q1 | $523K | Buy |
15,763
+25
| +0.2% | +$829 | 0.01% | 563 |
|
|
2024
Q4 | $574K | Buy |
15,738
+416
| +3% | +$15.2K | 0.01% | 538 |
|
|
2024
Q3 | $434K | Sell |
15,322
-2,209
| -13% | -$62.5K | 0.01% | 606 |
|
|
2024
Q2 | $452K | Hold |
17,531
| – | – | 0.01% | 562 |
|
|
2024
Q1 | $474K | Sell |
17,531
-3,870
| -18% | -$105K | 0.02% | 318 |
|
|
2023
Q4 | $391K | Sell |
21,401
-21,401
| -50% | -$391K | 0.02% | 352 |
|
|
2023
Q3 | $802K | Buy |
42,802
+20,676
| +93% | +$387K | 0.02% | 336 |
|
|
2023
Q2 | $499K | Hold |
22,126
| – | – | 0.03% | 291 |
|
|
2023
Q1 | $393K | Sell |
22,126
-2,209
| -9% | -$39.2K | 0.03% | 297 |
|
|
2022
Q4 | $439K | Hold |
24,335
| – | – | 0.03% | 275 |
|
|
2022
Q3 | $407K | Sell |
24,335
-10,947
| -31% | -$183K | 0.04% | 258 |
|
|
2022
Q2 | $457K | Sell |
35,282
-19,871
| -36% | -$257K | 0.04% | 263 |
|
|
2022
Q1 | $1.2M | Buy |
55,153
+49,150
| +819% | +$1.07M | 0.08% | 163 |
|
|
2021
Q4 | $208K | Buy |
6,003
+5,953
| +11,906% | +$206K | 0.01% | 381 |
|
|
2021
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1151 |
|