Lee Financial’s The Oncology Institute TOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Hold |
81,362
| – | – | 0.02% | 142 |
|
|
2025
Q1 | $92.8K | Hold |
81,362
| – | – | 0.01% | 141 |
|
|
2024
Q4 | $25.1K | Hold |
81,362
| – | – | ﹤0.01% | 181 |
|
|
2024
Q3 | $26.6K | Buy |
81,362
+53,382
| +191% | +$17.5K | ﹤0.01% | 182 |
|
|
2024
Q2 | $12.9K | Hold |
27,980
| – | – | ﹤0.01% | 147 |
|
|
2024
Q1 | $44.2K | Buy |
+27,980
| New | +$44.2K | 0.01% | 143 |
|