JPMorgan Chase & Co’s The Oncology Institute TOI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $57.3K | Buy |
27,935
+27,881
| +51,631% | +$57.2K | ﹤0.01% | 5042 |
|
2025
Q1 | $62 | Sell |
54
-112
| -67% | -$129 | ﹤0.01% | 6071 |
|
2024
Q4 | $51 | Sell |
166
-5
| -3% | -$2 | ﹤0.01% | 6076 |
|
2024
Q3 | $56 | Buy |
171
+1
| +0.6% | – | ﹤0.01% | 6030 |
|
2024
Q2 | $78 | Sell |
170
-8,596
| -98% | -$3.94K | ﹤0.01% | 5916 |
|
2024
Q1 | $13.9K | Buy |
8,766
+8,646
| +7,205% | +$13.7K | ﹤0.01% | 5295 |
|
2023
Q4 | $245 | Buy |
120
+20
| +20% | +$41 | ﹤0.01% | 5991 |
|
2023
Q3 | $140 | Buy |
100
+58
| +138% | +$81 | ﹤0.01% | 5917 |
|
2023
Q2 | $23 | Sell |
42
-27,497
| -100% | -$15.1K | ﹤0.01% | 5875 |
|
2023
Q1 | $19K | Buy |
27,539
+7,801
| +40% | +$5.38K | ﹤0.01% | 5150 |
|
2022
Q4 | $32K | Buy |
19,738
+875
| +5% | +$1.42K | ﹤0.01% | 4852 |
|
2022
Q3 | $87K | Buy |
18,863
+8,822
| +88% | +$40.7K | ﹤0.01% | 4517 |
|
2022
Q2 | $51K | Buy |
10,041
+9,641
| +2,410% | +$49K | ﹤0.01% | 4843 |
|
2022
Q1 | $3K | Sell |
400
-3,400
| -89% | -$25.5K | ﹤0.01% | 5559 |
|
2021
Q4 | $37K | Sell |
3,800
-457,820
| -99% | -$4.46M | ﹤0.01% | 5166 |
|
2021
Q3 | $4.58M | Sell |
461,620
-100
| -0% | -$992 | ﹤0.01% | 2644 |
|
2021
Q2 | $4.59M | Sell |
461,720
-64,400
| -12% | -$640K | ﹤0.01% | 2702 |
|
2021
Q1 | $5.24M | Sell |
526,120
-73,880
| -12% | -$736K | ﹤0.01% | 2615 |
|
2020
Q4 | $6.48M | Sell |
600,000
-100
| -0% | -$1.08K | ﹤0.01% | 2243 |
|
2020
Q3 | $6.23M | Buy |
+600,100
| New | +$6.23M | ﹤0.01% | 2059 |
|