Jacobi Capital Management’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 | $201K | Buy |
+1,760
| New | +$201K | 0.01% | 578 |
|
|
2025
Q1 | – | Sell |
-1,760
| Closed | -$222K | – | 582 |
|
|
2024
Q4 | $222K | Sell |
1,760
-105
| -6% | -$13.2K | 0.02% | 540 |
|
|
2024
Q3 | $288K | Hold |
1,865
| – | – | 0.02% | 466 |
|
|
2024
Q2 | $215K | Buy |
1,865
+105
| +6% | +$12.1K | 0.02% | 492 |
|
|
2024
Q1 | $228K | Buy |
+1,760
| New | +$228K | 0.02% | 445 |
|
|
2021
Q4 | – | Sell |
-1,760
| Closed | -$97K | – | 1239 |
|
|
2021
Q3 | $97K | Hold |
1,760
| – | – | 0.01% | 523 |
|
|
2021
Q2 | $102K | Hold |
1,760
| – | – | 0.01% | 489 |
|
|
2021
Q1 | $100K | Hold |
1,760
| – | – | 0.01% | 454 |
|
|
2020
Q4 | $77K | Hold |
1,760
| – | – | 0.01% | 454 |
|
|
2020
Q3 | $86K | Hold |
1,760
| – | – | 0.02% | 405 |
|
|
2020
Q2 | $57K | Sell |
1,760
-600
| -25% | -$19.4K | 0.01% | 449 |
|
|
2020
Q1 | $45K | Hold |
2,360
| – | – | 0.01% | 436 |
|
|
2019
Q4 | $93K | Hold |
2,360
| – | – | 0.02% | 362 |
|
|
2019
Q3 | $97K | Hold |
2,360
| – | – | 0.02% | 351 |
|
|
2019
Q2 | $86K | Hold |
2,360
| – | – | 0.02% | 368 |
|
|
2019
Q1 | $85K | Hold |
2,360
| – | – | 0.02% | 333 |
|
|
2018
Q4 | $78K | Sell |
2,360
-200
| -8% | -$6.61K | 0.02% | 330 |
|
|
2018
Q3 | $85K | Hold |
2,560
| – | – | 0.02% | 350 |
|
|
2018
Q2 | $95K | Buy |
2,560
+1,370
| +115% | +$50.8K | 0.03% | 327 |
|
|
2018
Q1 | $50K | Buy |
+1,190
| New | +$50K | 0.02% | 393 |
|