Creative Planning’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 | $1.7M | Buy |
14,905
+1,629
| +12% | +$186K | ﹤0.01% | 1444 |
|
|
2025
Q1 | $1.4M | Buy |
13,276
+1,787
| +16% | +$189K | ﹤0.01% | 1443 |
|
|
2024
Q4 | $1.45M | Buy |
11,489
+1,166
| +11% | +$147K | ﹤0.01% | 1356 |
|
|
2024
Q3 | $1.59M | Buy |
10,323
+1,063
| +11% | +$164K | ﹤0.01% | 1207 |
|
|
2024
Q2 | $1.07M | Buy |
9,260
+1,147
| +14% | +$132K | ﹤0.01% | 1355 |
|
|
2024
Q1 | $1.05M | Buy |
8,113
+1,697
| +26% | +$220K | ﹤0.01% | 1308 |
|
|
2023
Q4 | $660K | Buy |
6,416
+1,454
| +29% | +$149K | ﹤0.01% | 1504 |
|
|
2023
Q3 | $367K | Buy |
4,962
+958
| +24% | +$70.9K | ﹤0.01% | 1769 |
|
|
2023
Q2 | $317K | Buy |
4,004
+485
| +14% | +$38.3K | ﹤0.01% | 1863 |
|
|
2023
Q1 | $211K | Buy |
+3,519
| New | +$211K | ﹤0.01% | 2083 |
|
|
2022
Q1 | – | Sell |
-3,898
| Closed | -$282K | – | 2363 |
|
|
2021
Q4 | $282K | Buy |
3,898
+70
| +2% | +$5.06K | ﹤0.01% | 1668 |
|
|
2021
Q3 | $212K | Sell |
3,828
-100
| -3% | -$5.54K | ﹤0.01% | 1827 |
|
|
2021
Q2 | $227K | Sell |
3,928
-414
| -10% | -$23.9K | ﹤0.01% | 1730 |
|
|
2021
Q1 | $246K | Buy |
+4,342
| New | +$246K | ﹤0.01% | 1895 |
|
|
2018
Q3 | – | Sell |
-5,677
| Closed | -$210K | – | 2000 |
|
|
2018
Q2 | $210K | Buy |
+5,677
| New | +$210K | ﹤0.01% | 1603 |
|
|
2017
Q3 | – | Sell |
-2,791
| Closed | -$110K | – | 3455 |
|
|
2017
Q2 | $110K | Buy |
2,791
+1
| +0% | +$39 | ﹤0.01% | 1911 |
|
|
2017
Q1 | $101K | Sell |
2,790
-5,200
| -65% | -$188K | ﹤0.01% | 1944 |
|
|
2016
Q4 | $248K | Sell |
7,990
-2,518
| -24% | -$78.2K | ﹤0.01% | 1284 |
|
|
2016
Q3 | $314K | Buy |
10,508
+4,593
| +78% | +$137K | ﹤0.01% | 1150 |
|
|
2016
Q2 | $159K | Buy |
5,915
+823
| +16% | +$22.1K | ﹤0.01% | 1380 |
|
|
2016
Q1 | $150K | Sell |
5,092
-401
| -7% | -$11.8K | ﹤0.01% | 1374 |
|
|
2015
Q4 | $183K | Buy |
5,493
+1,555
| +39% | +$51.8K | ﹤0.01% | 1245 |
|
|
2015
Q3 | $135K | Buy |
+3,938
| New | +$135K | ﹤0.01% | 1399 |
|
|
2015
Q2 | – | Sell |
-3,097
| Closed | -$122K | – | 2725 |
|
|
2015
Q1 | $122K | Buy |
3,097
+59
| +2% | +$2.32K | ﹤0.01% | 1455 |
|
|
2014
Q4 | $104K | Hold |
3,038
| – | – | ﹤0.01% | 1525 |
|
|
2014
Q3 | $95K | Buy |
3,038
+400
| +15% | +$12.5K | ﹤0.01% | 1500 |
|
|
2014
Q2 | $97K | Buy |
2,638
+2,044
| +344% | +$75.2K | ﹤0.01% | 1439 |
|
|
2014
Q1 | $21K | Buy |
594
+156
| +36% | +$5.52K | ﹤0.01% | 2321 |
|
|
2013
Q4 | $16K | Sell |
438
-1,350
| -76% | -$49.3K | ﹤0.01% | 2326 |
|
|
2013
Q3 | $58K | Buy |
1,788
+1,750
| +4,605% | +$56.8K | ﹤0.01% | 1428 |
|
|
2013
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 2978 |
|