IFP Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
27,830
+13,189
| +90% | +$590K | 0.04% | 512 |
|
|
2025
Q1 | $486K | Buy |
14,641
+4,639
| +46% | +$154K | 0.02% | 784 |
|
|
2024
Q4 | $369K | Buy |
10,002
+762
| +8% | +$28.1K | 0.01% | 863 |
|
|
2024
Q3 | $262K | Buy |
9,240
+107
| +1% | +$3.03K | 0.01% | 963 |
|
|
2024
Q2 | $235K | Buy |
9,133
+178
| +2% | +$4.59K | 0.01% | 962 |
|
|
2024
Q1 | $223K | Sell |
8,955
-437
| -5% | -$10.9K | 0.01% | 951 |
|
|
2023
Q4 | $171K | Sell |
9,392
-267
| -3% | -$4.88K | 0.01% | 1018 |
|
|
2023
Q3 | $181K | Buy |
9,659
+400
| +4% | +$7.49K | 0.01% | 1012 |
|
|
2023
Q2 | $209K | Buy |
9,259
+120
| +1% | +$2.71K | 0.01% | 1000 |
|
|
2023
Q1 | $571K | Buy |
9,139
+2,997
| +49% | +$187K | 0.02% | 555 |
|
|
2022
Q4 | $385K | Hold |
6,142
| – | – | 0.01% | 1015 |
|
|
2022
Q3 | $385K | Buy |
6,142
+2,003
| +48% | +$126K | 0.01% | 1050 |
|
|
2022
Q2 | $259K | Hold |
4,139
| – | – | 0.01% | 1152 |
|
|
2022
Q1 | $259K | Buy |
4,139
+2,800
| +209% | +$175K | 0.01% | 1152 |
|
|
2021
Q4 | $47K | Buy |
1,339
+755
| +129% | +$26.5K | ﹤0.01% | 1550 |
|
|
2021
Q3 | $29K | Buy |
+584
| New | +$29K | ﹤0.01% | 1776 |
|