Creative Planning’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
64,754
+29,626
| +84% | +$1.31M | ﹤0.01% | 1063 |
|
|
2025
Q1 | $1.17M | Buy |
35,128
+5,690
| +19% | +$189K | ﹤0.01% | 1594 |
|
|
2024
Q4 | $1.07M | Buy |
29,438
+4,006
| +16% | +$146K | ﹤0.01% | 1594 |
|
|
2024
Q3 | $718K | Sell |
25,432
-17,931
| -41% | -$506K | ﹤0.01% | 1793 |
|
|
2024
Q2 | $1.12M | Sell |
43,363
-8,192
| -16% | -$211K | ﹤0.01% | 1327 |
|
|
2024
Q1 | $1.28M | Sell |
51,555
-11,801
| -19% | -$294K | ﹤0.01% | 1173 |
|
|
2023
Q4 | $1.16M | Sell |
63,356
-884
| -1% | -$16.1K | ﹤0.01% | 1155 |
|
|
2023
Q3 | $1.2M | Sell |
64,240
-105,534
| -62% | -$1.98M | ﹤0.01% | 1077 |
|
|
2023
Q2 | $3.83M | Buy |
169,774
+6,091
| +4% | +$137K | 0.01% | 596 |
|
|
2023
Q1 | $2.91M | Buy |
163,683
+2,368
| +1% | +$42K | ﹤0.01% | 650 |
|
|
2022
Q4 | $2.91M | Sell |
161,315
-9,372
| -5% | -$169K | ﹤0.01% | 628 |
|
|
2022
Q3 | $2.85M | Buy |
170,687
+10,816
| +7% | +$181K | ﹤0.01% | 581 |
|
|
2022
Q2 | $2.07M | Buy |
159,871
+114,310
| +251% | +$1.48M | ﹤0.01% | 704 |
|
|
2022
Q1 | $990K | Buy |
+45,561
| New | +$990K | ﹤0.01% | 986 |
|