Farther Finance 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 | $226K | Buy |
5,092
+1,941
| +62% | +$86K | ﹤0.01% | 1330 |
|
|
2025
Q1 | $108K | Buy |
3,151
+716
| +29% | +$24.5K | ﹤0.01% | 1507 |
|
|
2024
Q4 | $88.8K | Buy |
2,435
+402
| +20% | +$14.7K | ﹤0.01% | 1358 |
|
|
2024
Q3 | $57.6K | Buy |
2,033
+496
| +32% | +$14K | ﹤0.01% | 1573 |
|
|
2024
Q2 | $39.1K | Buy |
1,537
+991
| +182% | +$25.2K | ﹤0.01% | 1517 |
|
|
2024
Q1 | $13.3K | Buy |
546
+442
| +425% | +$10.8K | ﹤0.01% | 1639 |
|
|
2023
Q4 | $1.9K | Buy |
104
+88
| +550% | +$1.61K | ﹤0.01% | 2452 |
|
|
2023
Q3 | $300 | Sell |
16
-28
| -64% | -$525 | ﹤0.01% | 2381 |
|
|
2023
Q2 | $993 | Sell |
44
-230
| -84% | -$5.19K | ﹤0.01% | 1981 |
|
|
2023
Q1 | $4.86K | Buy |
+274
| New | +$4.86K | ﹤0.01% | 1349 |
|