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O'Shaughnessy Asset Management’s The Oncology Institute TOI Stock Holding History

O'Shaughnessy Asset Management’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23,794
Closed -$83K – 2746
2025
Q3 		$83K Buy
+23,794
New +$81.5K ﹤0.01% 2126

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DM
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CP
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KWM
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JAIC
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WC
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State Street
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