Focus Partners Wealth’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
100,253
+588
| +0.6% | +$26K | 0.01% | 705 |
|
|
2025
Q1 | $3.3M | Sell |
99,665
-271,584
| -73% | -$8.99M | 0.01% | 736 |
|
|
2024
Q4 | $13.5M | Buy |
+371,249
| New | +$13.5M | 0.04% | 395 |
|
|
2024
Q3 | – | Sell |
-1,684,716
| Closed | -$43.5M | – | 1698 |
|
|
2024
Q2 | $43.5M | Buy |
1,684,716
+507,797
| +43% | +$13.1M | 0.15% | 146 |
|
|
2024
Q1 | $29.3M | Buy |
+1,176,919
| New | +$29.3M | 0.24% | 108 |
|