Kestra Advisory Services’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Buy |
19,563
+12,525
| +178% | +$555K | ﹤0.01% | 1577 |
|
|
2025
Q1 | $233K | Sell |
7,038
-4,316
| -38% | -$143K | ﹤0.01% | 2369 |
|
|
2024
Q4 | $414K | Sell |
11,354
-1,795
| -14% | -$65.4K | ﹤0.01% | 1999 |
|
|
2024
Q3 | $372K | Sell |
13,149
-7,265
| -36% | -$206K | ﹤0.01% | 1952 |
|
|
2024
Q2 | $526K | Buy |
+20,414
| New | +$526K | ﹤0.01% | 1740 |
|