Kestra Private Wealth Services’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
1,596
+47
| +3% | +$8.1K | ﹤0.01% | 1327 |
|
|
2025
Q1 | $273K | Sell |
1,549
-130
| -8% | -$22.9K | ﹤0.01% | 1242 |
|
|
2024
Q4 | $327K | Buy |
1,679
+522
| +45% | +$102K | 0.01% | 1098 |
|
|
2024
Q3 | $207K | Sell |
1,157
-872
| -43% | -$156K | ﹤0.01% | 1257 |
|
|
2024
Q2 | $416K | Sell |
2,029
-156
| -7% | -$32K | 0.01% | 904 |
|
|
2024
Q1 | $550K | Sell |
2,185
-146
| -6% | -$36.7K | 0.01% | 763 |
|
|
2023
Q4 | $427K | Buy |
2,331
+20
| +0.9% | +$3.67K | 0.01% | 789 |
|
|
2023
Q3 | $415K | Buy |
2,311
+384
| +20% | +$69K | 0.01% | 737 |
|
|
2023
Q2 | $310K | Buy |
1,927
+352
| +22% | +$56.6K | 0.01% | 811 |
|
|
2023
Q1 | $223K | Buy |
+1,575
| New | +$223K | 0.01% | 882 |
|
|
2022
Q2 | – | Sell |
-1,233
| Closed | -$222K | – | 1011 |
|
|
2022
Q1 | $222K | Sell |
1,233
-223
| -15% | -$40.2K | 0.01% | 854 |
|
|
2021
Q4 | $270K | Buy |
1,456
+11
| +0.8% | +$2.04K | 0.01% | 809 |
|
|
2021
Q3 | $257K | Sell |
1,445
-64
| -4% | -$11.4K | 0.01% | 769 |
|
|
2021
Q2 | $264K | Buy |
1,509
+77
| +5% | +$13.5K | 0.02% | 718 |
|
|
2021
Q1 | $223K | Sell |
1,432
-26
| -2% | -$4.05K | 0.02% | 704 |
|
|
2020
Q4 | $225K | Buy |
+1,458
| New | +$225K | 0.02% | 637 |
|