Jones Financial Companies’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
10,653
+3,690
| +53% | +$162K | ﹤0.01% | 1297 |
|
|
2025
Q1 | $234K | Buy |
6,963
+3,354
| +93% | +$113K | ﹤0.01% | 1435 |
|
|
2024
Q4 | $132K | Buy |
3,609
+2,103
| +140% | +$76.7K | ﹤0.01% | 1524 |
|
|
2024
Q3 | $42.2K | Buy |
1,506
+157
| +12% | +$4.4K | ﹤0.01% | 1704 |
|
|
2024
Q2 | $34.8K | Buy |
+1,349
| New | +$34.8K | ﹤0.01% | 1375 |
|