HighTower 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
$7.54M Sell
170,349
-17,917
-10% -$794K 0.01% 921
2025
Q1
$6.24M Sell
188,266
-4,379
-2% -$145K 0.01% 957
2024
Q4
$7.02M Sell
192,645
-1,578
-0.8% -$57.5K 0.01% 905
2024
Q3
$5.5M Sell
194,223
-79,525
-29% -$2.25M 0.01% 995
2024
Q2
$7.05M Buy
273,748
+20,634
+8% +$532K 0.01% 855
2024
Q1
$6.31M Sell
253,114
-3,734
-1% -$93.1K 0.01% 864
2023
Q4
$4.69M Sell
256,848
-9,615
-4% -$176K 0.01% 998
2023
Q3
$4.99M Buy
266,463
+42,637
+19% +$799K 0.01% 935
2023
Q2
$5.05M Buy
223,826
+6,861
+3% +$155K 0.01% 895
2023
Q1
$3.85M Buy
216,965
+41,790
+24% +$741K 0.01% 967
2022
Q4
$3.16M Buy
175,175
+80,694
+85% +$1.45M 0.01% 1039
2022
Q3
$1.58M Buy
94,481
+77,222
+447% +$1.29M ﹤0.01% 1364
2022
Q2
$220K Sell
17,259
-11,097
-39% -$141K ﹤0.01% 2553
2022
Q1
$616K Buy
28,356
+12,446
+78% +$270K ﹤0.01% 2032
2021
Q4
$552K Buy
+15,910
New +$552K ﹤0.01% 2075