LRI Investments’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Buy |
3,311
+2,057
| +164% | +$91.1K | 0.01% | 348 |
|
|
2025
Q1 | $41.6K | Sell |
1,254
-262
| -17% | -$8.69K | ﹤0.01% | 564 |
|
|
2024
Q4 | $55.3K | Buy |
1,516
+516
| +52% | +$18.8K | 0.01% | 515 |
|
|
2024
Q3 | $40.4K | Hold |
1,000
| – | – | ﹤0.01% | 542 |
|
|
2024
Q2 | $25.8K | Buy |
+1,000
| New | +$25.8K | ﹤0.01% | 571 |
|