CreativeOne Wealth’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 | – | Sell |
-10,812
| Closed | -$1.14M | – | 1183 |
|
|
2025
Q1 | $1.14M | Buy |
10,812
+5,266
| +95% | +$556K | 0.03% | 438 |
|
|
2024
Q4 | $699K | Buy |
5,546
+1,387
| +33% | +$175K | 0.02% | 597 |
|
|
2024
Q3 | $642K | Buy |
4,159
+860
| +26% | +$133K | 0.02% | 555 |
|
|
2024
Q2 | $380K | Sell |
3,299
-472
| -13% | -$54.4K | 0.02% | 552 |
|
|
2024
Q1 | $488K | Buy |
3,771
+253
| +7% | +$32.7K | 0.02% | 573 |
|
|
2023
Q4 | $362K | Buy |
+3,518
| New | +$362K | 0.02% | 445 |
|
|
2022
Q2 | – | Sell |
-4,393
| Closed | -$207K | – | 805 |
|
|
2022
Q1 | $207K | Buy |
+4,393
| New | +$207K | 0.01% | 695 |
|