Concourse Financial Group Securities’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,018
| Closed | -$39.5K | – | 7686 |
|
|
2024
Q4 | $39.5K | Sell |
1,018
-53
| -5% | -$2.06K | ﹤0.01% | 1303 |
|
|
2024
Q3 | $30.3K | Sell |
1,071
-50
| -4% | -$1.42K | ﹤0.01% | 1383 |
|
|
2024
Q2 | $28.9K | Buy |
1,121
+725
| +183% | +$18.7K | ﹤0.01% | 1405 |
|
|
2024
Q1 | $9.87K | Hold |
396
| – | – | ﹤0.01% | 1708 |
|
|
2023
Q4 | $7.23K | Sell |
396
-118
| -23% | -$2.15K | ﹤0.01% | 1762 |
|
|
2023
Q3 | $9.63K | Buy |
+514
| New | +$9.63K | ﹤0.01% | 1651 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7593 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7327 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7339 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7161 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7071 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6934 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6835 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6614 |
|