Lake Street Advisors Group’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $875K | Buy |
4,497
+135
| +3% | +$26.3K | 0.04% | 241 |
|
|
2024
Q3 | $779K | Sell |
4,362
-1
| -0% | -$179 | 0.04% | 250 |
|
|
2024
Q2 | $894K | Sell |
4,363
-34
| -0.8% | -$6.97K | 0.04% | 230 |
|
|
2024
Q1 | $1.11M | Buy |
4,397
+130
| +3% | +$32.7K | 0.05% | 213 |
|
|
2023
Q4 | $782K | Buy |
+4,267
| New | +$782K | 0.04% | 255 |
|
|
2021
Q3 | – | Sell |
-2,226
| Closed | -$403K | – | 400 |
|
|
2021
Q2 | $403K | Sell |
2,226
-3,923
| -64% | -$710K | 0.03% | 196 |
|
|
2021
Q1 | $960K | Sell |
6,149
-744
| -11% | -$116K | 0.08% | 106 |
|
|
2020
Q4 | $1.07M | Buy |
6,893
+8
| +0.1% | +$1.24K | 0.09% | 98 |
|
|
2020
Q3 | $912K | Sell |
6,885
-388
| -5% | -$51.4K | 0.09% | 101 |
|
|
2020
Q2 | $914K | Sell |
7,273
-191
| -3% | -$24K | 0.09% | 92 |
|
|
2020
Q1 | $895K | Buy |
7,464
+3,319
| +80% | +$398K | 0.11% | 73 |
|
|
2019
Q4 | $583K | Buy |
4,145
+379
| +10% | +$53.3K | 0.06% | 103 |
|
|
2019
Q3 | $506K | Buy |
3,766
+156
| +4% | +$21K | 0.05% | 96 |
|
|
2019
Q2 | $448K | Sell |
3,610
-35
| -1% | -$4.34K | 0.05% | 110 |
|
|
2019
Q1 | $430K | Buy |
3,645
+197
| +6% | +$23.2K | 0.05% | 117 |
|
|
2018
Q4 | $400K | Buy |
3,448
+196
| +6% | +$22.7K | 0.05% | 115 |
|
|
2018
Q3 | $404K | Sell |
3,252
-1,401
| -30% | -$174K | 0.04% | 113 |
|
|
2018
Q2 | $599K | Hold |
4,653
| – | – | 0.06% | 129 |
|
|
2018
Q1 | $607K | Sell |
4,653
-34
| -0.7% | -$4.44K | 0.07% | 113 |
|
|
2017
Q4 | $596K | Buy |
+4,687
| New | +$596K | 0.07% | 116 |
|