Kestra Private Wealth 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	$2.26M	Buy	50,981 +10,200	+25%	+$452K	0.03%	462
2025 Q1	$1.35M	Buy	40,781 +5,477	+16%	+$182K	0.02%	571
2024 Q4	$1.29M	Buy	+35,304	New	+$1.29M	0.02%	561