Colonial Trust Advisors’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Buy
7,600
+500
+7% +$22.1K 0.03% 166
2025
Q1
$236K Buy
7,100
+2,600
+58% +$86.2K 0.02% 190
2024
Q4
$164K Buy
4,500
+3,750
+500% +$137K 0.01% 208
2024
Q3
$21.2K Buy
750
+250
+50% +$7.08K ﹤0.01% 440
2024
Q2
$12.9K Hold
500
﹤0.01% 493
2024
Q1
$12.5K Buy
+500
New +$12.5K ﹤0.01% 555