IFP Advisors’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
2,124
-605
| -22% | -$69.1K | 0.01% | 1178 |
|
|
2025
Q1 | $288K | Buy |
2,729
+1,413
| +107% | +$149K | 0.01% | 997 |
|
|
2024
Q4 | $166K | Buy |
1,316
+28
| +2% | +$3.53K | 0.01% | 1220 |
|
|
2024
Q3 | $199K | Sell |
1,288
-868
| -40% | -$134K | 0.01% | 1091 |
|
|
2024
Q2 | $248K | Sell |
2,156
-320
| -13% | -$36.9K | 0.01% | 931 |
|
|
2024
Q1 | $320K | Buy |
2,476
+1,608
| +185% | +$208K | 0.01% | 768 |
|
|
2023
Q4 | $89.2K | Buy |
868
+374
| +76% | +$38.5K | ﹤0.01% | 1296 |
|
|
2023
Q3 | $36.5K | Buy |
494
+230
| +87% | +$17K | ﹤0.01% | 1683 |
|
|
2023
Q2 | $20.9K | Buy |
264
+66
| +33% | +$5.22K | ﹤0.01% | 1972 |
|
|
2023
Q1 | $7.83K | Sell |
198
-17
| -8% | -$672 | ﹤0.01% | 2395 |
|
|
2022
Q4 | $25K | Sell |
215
-1,260
| -85% | -$147K | ﹤0.01% | 2727 |
|
|
2022
Q3 | $77K | Buy |
1,475
+38
| +3% | +$1.98K | ﹤0.01% | 2046 |
|
|
2022
Q2 | $75K | Hold |
1,437
| – | – | ﹤0.01% | 1889 |
|
|
2022
Q1 | $75K | Sell |
1,437
-1,541
| -52% | -$80.4K | ﹤0.01% | 1889 |
|
|
2021
Q4 | $218K | Buy |
2,978
+2,662
| +842% | +$195K | ﹤0.01% | 899 |
|
|
2021
Q3 | $19K | Sell |
316
-245
| -44% | -$14.7K | ﹤0.01% | 1964 |
|
|
2021
Q2 | $33K | Buy |
561
+411
| +274% | +$24.2K | ﹤0.01% | 1709 |
|
|
2021
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 2174 |
|
|
2020
Q4 | $6K | Buy |
150
+50
| +50% | +$2K | ﹤0.01% | 2260 |
|
|
2020
Q3 | $5K | Sell |
100
-503
| -83% | -$25.2K | ﹤0.01% | 2181 |
|
|
2020
Q2 | $19K | Buy |
603
+66
| +12% | +$2.08K | ﹤0.01% | 1586 |
|
|
2020
Q1 | $12K | Buy |
537
+466
| +656% | +$10.4K | ﹤0.01% | 1697 |
|
|
2019
Q4 | $2K | Hold |
71
| – | – | ﹤0.01% | 2543 |
|
|
2019
Q3 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 2722 |
|
|
2019
Q1 | – | Sell |
-11,315
| Closed | -$376K | – | 3329 |
|
|
2018
Q4 | $376K | Sell |
11,315
-1,105
| -9% | -$36.7K | 0.02% | 637 |
|
|
2018
Q3 | $410K | Buy |
12,420
+10,440
| +527% | +$345K | 0.02% | 759 |
|
|
2018
Q2 | $73K | Sell |
1,980
-31
| -2% | -$1.14K | ﹤0.01% | 1670 |
|
|
2018
Q1 | $97K | Hold |
2,011
| – | – | ﹤0.01% | 1405 |
|
|
2017
Q4 | $97K | Sell |
2,011
-782
| -28% | -$37.7K | ﹤0.01% | 1403 |
|
|
2017
Q3 | $116K | Buy |
2,793
+58
| +2% | +$2.41K | ﹤0.01% | 1464 |
|
|
2017
Q2 | $108K | Buy |
2,735
+2,152
| +369% | +$85K | ﹤0.01% | 1485 |
|
|
2017
Q1 | $21K | Buy |
583
+32
| +6% | +$1.15K | ﹤0.01% | 2460 |
|
|
2016
Q4 | $17K | Buy |
551
+421
| +324% | +$13K | ﹤0.01% | 2556 |
|
|
2016
Q3 | $4K | Sell |
130
-20
| -13% | -$615 | ﹤0.01% | 3343 |
|
|
2016
Q2 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 3259 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$5K | – | 3367 |
|
|
2015
Q4 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 2972 |
|