Kestra Private Wealth Services’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
$292K Sell
2,558
-973
-28% -$111K ﹤0.01% 1294
2025
Q1
$373K Buy
3,531
+877
+33% +$92.6K 0.01% 1092
2024
Q4
$334K Buy
2,654
+59
+2% +$7.43K 0.01% 1093
2024
Q3
$401K Sell
2,595
-1,166
-31% -$180K 0.01% 969
2024
Q2
$433K Buy
3,761
+87
+2% +$10K 0.01% 890
2024
Q1
$475K Buy
3,674
+522
+17% +$67.5K 0.01% 817
2023
Q4
$324K Buy
+3,152
New +$324K 0.01% 911