IFG Advisory’s Toyota TM Stock Holding History

IFG Advisory’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,477	Closed	-$5.45M	–	825
2025 Q4	$5.45M	Buy	25,477 +1,129	+5%	+$229K	0.24%	115
2025 Q3	$4.65M	Buy	24,348 +1,320	+6%	+$249K	0.21%	127
2025 Q2	$3.97M	Sell	23,028 -11	-0%	-$1.99K	0.2%	131
2025 Q1	$4.07M	Sell	23,039 -33	-0.1%	-$6.14K	0.23%	118
2024 Q4	$4.49M	Sell	23,072 -1,080	-4%	-$190K	0.25%	108
2024 Q3	$4.31M	Sell	24,152 -380	-2%	-$71K	0.27%	107
2024 Q2	$5.03M	Buy	24,532 +66	+0.3%	+$14.6K	0.32%	75
2024 Q1	$6.16M	Buy	24,466 +21	+0.1%	+$4.65K	0.46%	51
2023 Q4	$4.48M	Buy	24,445 +7,835	+47%	+$1.43M	0.33%	81
2023 Q3	$2.99M	Hold	16,610	–	–	0.25%	104
2023 Q2	$2.67M	Buy	16,610 +7,583	+84%	+$1.09M	0.24%	124
2023 Q1	$1.28M	Buy	9,027 +72	+0.8%	+$10.1K	0.12%	192
2022 Q4	$1.22M	Buy	8,955 +785	+10%	+$109K	0.12%	186
2022 Q3	$1.06M	Sell	8,170 -937	-10%	-$142K	0.1%	204
2022 Q2	$1.4M	Sell	9,107 -3,087	-25%	-$510K	0.15%	151
2022 Q1	$2.2M	Buy	12,194 +1,239	+11%	+$232K	0.22%	111
2021 Q4	$2.03M	Sell	10,955 -962	-8%	-$173K	0.2%	124
2021 Q3	$2.12M	Buy	11,917 +380	+3%	+$67.8K	0.23%	110
2021 Q2	$2.02M	Buy	+11,537	New	+$1.89M	0.23%	115

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return