IFP Advisors’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $481K | Buy |
3,526
+326
| +10% | +$47.9K | 0.01% | 978 |
|
|
2025
Q4 | $433K | Buy |
3,200
+74
| +2% | +$10K | 0.01% | 994 |
|
|
2025
Q3 | $432K | Buy |
3,126
+1,002
| +47% | +$131K | 0.01% | 906 |
|
|
2025
Q2 | $243K | Sell |
2,124
-605
| -22% | -$62.8K | 0.01% | 1178 |
|
|
2025
Q1 | $288K | Buy |
2,729
+1,413
| +107% | +$170K | 0.01% | 997 |
|
|
2024
Q4 | $166K | Buy |
1,316
+28
| +2% | +$4.16K | 0.01% | 1220 |
|
|
2024
Q3 | $199K | Sell |
1,288
-868
| -40% | -$118K | 0.01% | 1091 |
|
|
2024
Q2 | $248K | Sell |
2,156
-320
| -13% | -$38.7K | 0.01% | 931 |
|
|
2024
Q1 | $320K | Buy |
2,476
+1,608
| +185% | +$175K | 0.01% | 768 |
|
|
2023
Q4 | $89.2K | Buy |
868
+374
| +76% | +$31.2K | ﹤0.01% | 1296 |
|
|
2023
Q3 | $36.5K | Buy |
494
+230
| +87% | +$18.2K | ﹤0.01% | 1683 |
|
|
2023
Q2 | $20.9K | Buy |
264
+66
| +33% | +$4.43K | ﹤0.01% | 1972 |
|
|
2023
Q1 | $7.83K | Sell |
198
-17
| -8% | -$980 | ﹤0.01% | 2395 |
|
|
2022
Q4 | $25K | Sell |
215
-1,260
| -85% | -$57.9K | ﹤0.01% | 2727 |
|
|
2022
Q3 | $77K | Buy |
1,475
+38
| +3% | +$1.76K | ﹤0.01% | 2045 |
|
|
2022
Q2 | $75K | Hold |
1,437
| – | – | ﹤0.01% | 1888 |
|
|
2022
Q1 | $75K | Sell |
1,437
-1,541
| -52% | -$86.3K | ﹤0.01% | 1888 |
|
|
2021
Q4 | $218K | Buy |
2,978
+2,662
| +842% | +$171K | ﹤0.01% | 912 |
|
|
2021
Q3 | $19K | Sell |
316
-245
| -44% | -$14.5K | ﹤0.01% | 2018 |
|
|
2021
Q2 | $33K | Buy |
561
+411
| +274% | +$25.1K | ﹤0.01% | 1711 |
|
|
2021
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 2187 |
|
|
2020
Q4 | $6K | Buy |
150
+50
| +50% | +$2.32K | ﹤0.01% | 2270 |
|
|
2020
Q3 | $5K | Sell |
100
-503
| -83% | -$20.3K | ﹤0.01% | 2195 |
|
|
2020
Q2 | $19K | Buy |
603
+66
| +12% | +$1.8K | ﹤0.01% | 1589 |
|
|
2020
Q1 | $12K | Buy |
537
+466
| +656% | +$17.6K | ﹤0.01% | 1708 |
|
|
2019
Q4 | $2K | Hold |
71
| – | – | ﹤0.01% | 2555 |
|
|
2019
Q3 | $2K | Buy |
+71
| New | +$2.62K | ﹤0.01% | 2734 |
|
|
2019
Q1 | – | Sell |
-11,315
| Closed | -$376K | – | 3369 |
|
|
2018
Q4 | $376K | Sell |
11,315
-1,105
| -9% | -$35.5K | 0.02% | 638 |
|
|
2018
Q3 | $410K | Buy |
12,420
+10,440
| +527% | +$378K | 0.02% | 761 |
|
|
2018
Q2 | $73K | Sell |
1,980
-31
| -2% | -$1.27K | ﹤0.01% | 1686 |
|
|
2018
Q1 | $97K | Hold |
2,011
| – | – | ﹤0.01% | 1405 |
|
|
2017
Q4 | $97K | Sell |
2,011
-782
| -28% | -$36K | ﹤0.01% | 1417 |
|
|
2017
Q3 | $116K | Buy |
2,793
+58
| +2% | +$2.28K | ﹤0.01% | 1471 |
|
|
2017
Q2 | $108K | Buy |
2,735
+2,152
| +369% | +$80.3K | ﹤0.01% | 1493 |
|
|
2017
Q1 | $21K | Buy |
583
+32
| +6% | +$1.07K | ﹤0.01% | 2485 |
|
|
2016
Q4 | $17K | Buy |
551
+421
| +324% | +$12.5K | ﹤0.01% | 2575 |
|
|
2016
Q3 | $4K | Sell |
130
-20
| -13% | -$578 | ﹤0.01% | 3360 |
|
|
2016
Q2 | $4K | Buy |
+150
| New | +$4.21K | ﹤0.01% | 3271 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$5K | – | 3367 |
|
|
2015
Q4 | $5K | Buy |
+150
| New | +$5.35K | ﹤0.01% | 2988 |
|
Other funds holding TOL
GA
VCM
VPM
