Legacy Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,724
| Closed | -$834K | – | 409 |
|
|
2025
Q1 | $834K | Sell |
4,724
-433
| -8% | -$76.4K | 0.14% | 123 |
|
|
2024
Q4 | $1M | Buy |
5,157
+882
| +21% | +$172K | 0.17% | 105 |
|
|
2024
Q3 | $763K | Sell |
4,275
-211
| -5% | -$37.7K | 0.13% | 133 |
|
|
2024
Q2 | $919K | Sell |
4,486
-404
| -8% | -$82.8K | 0.16% | 102 |
|
|
2024
Q1 | $1.23M | Buy |
4,890
+446
| +10% | +$112K | 0.22% | 77 |
|
|
2023
Q4 | $815K | Buy |
4,444
+546
| +14% | +$100K | 0.16% | 102 |
|
|
2023
Q3 | $701K | Buy |
3,898
+1,118
| +40% | +$201K | 0.14% | 98 |
|
|
2023
Q2 | $447K | Buy |
2,780
+527
| +23% | +$84.7K | 0.08% | 151 |
|
|
2023
Q1 | $319K | Sell |
2,253
-326
| -13% | -$46.2K | 0.07% | 181 |
|
|
2022
Q4 | $352K | Buy |
2,579
+538
| +26% | +$73.5K | 0.08% | 155 |
|
|
2022
Q3 | $266K | Sell |
2,041
-289
| -12% | -$37.7K | 0.06% | 172 |
|
|
2022
Q2 | $359K | Buy |
2,330
+366
| +19% | +$56.4K | 0.09% | 126 |
|
|
2022
Q1 | $354K | Sell |
1,964
-370
| -16% | -$66.7K | 0.08% | 148 |
|
|
2021
Q4 | $433K | Buy |
2,334
+283
| +14% | +$52.5K | 0.1% | 106 |
|
|
2021
Q3 | $365K | Buy |
2,051
+383
| +23% | +$68.2K | 0.09% | 106 |
|
|
2021
Q2 | $292K | Buy |
1,668
+144
| +9% | +$25.2K | 0.07% | 125 |
|
|
2021
Q1 | $238K | Buy |
1,524
+116
| +8% | +$18.1K | 0.07% | 139 |
|
|
2020
Q4 | $218K | Buy |
+1,408
| New | +$218K | 0.06% | 134 |
|
|
2019
Q2 | – | Sell |
-752
| Closed | -$89K | – | 827 |
|
|
2019
Q1 | $89K | Buy |
752
+278
| +59% | +$32.9K | 0.03% | 184 |
|
|
2018
Q4 | $55K | Buy |
474
+132
| +39% | +$15.3K | 0.02% | 229 |
|
|
2018
Q3 | $42K | Sell |
342
-157
| -31% | -$19.3K | 0.02% | 272 |
|
|
2018
Q2 | $65K | Buy |
499
+157
| +46% | +$20.5K | 0.02% | 215 |
|
|
2018
Q1 | $43K | Buy |
342
+9
| +3% | +$1.13K | 0.02% | 261 |
|
|
2017
Q4 | $42K | Buy |
+333
| New | +$42K | 0.02% | 268 |
|