LA
Legacy Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,318
| Closed | -$873K | – | 367 |
|
|
2025
Q1 | $873K | Buy |
26,318
+438
| +2% | +$14.5K | 0.09% | 183 |
|
|
2024
Q4 | $943K | Sell |
25,880
-660
| -2% | -$24.1K | 0.09% | 170 |
|
|
2024
Q3 | $751K | Buy |
26,540
+385
| +1% | +$10.9K | 0.08% | 192 |
|
|
2024
Q2 | $674K | Buy |
26,155
+2,686
| +11% | +$69.2K | 0.08% | 180 |
|
|
2024
Q1 | $585K | Buy |
23,469
+10,000
| +74% | +$249K | 0.07% | 194 |
|
|
2023
Q4 | $246K | Sell |
13,469
-1,888
| -12% | -$34.5K | 0.03% | 267 |
|
|
2023
Q3 | $288K | Buy |
15,357
+1,966
| +15% | +$36.8K | 0.05% | 235 |
|
|
2023
Q2 | $302K | Sell |
13,391
-1,800
| -12% | -$40.6K | 0.04% | 219 |
|
|
2023
Q1 | $270K | Buy |
15,191
+1,840
| +14% | +$32.7K | 0.05% | 211 |
|
|
2022
Q4 | $241K | Hold |
13,351
| – | – | 0.04% | 213 |
|
|
2022
Q3 | $223K | Buy |
+13,351
| New | +$223K | 0.05% | 207 |
|