Patriot Financial Group Insurance Agency’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
+2,642
| New | +$455K | 0.05% | 328 |
|
|
2022
Q3 | – | Sell |
-396
| Closed | -$61K | – | 1817 |
|
|
2022
Q2 | $61K | Sell |
396
-65
| -14% | -$10K | 0.01% | 671 |
|
|
2022
Q1 | $83K | Sell |
461
-270
| -37% | -$48.6K | 0.01% | 638 |
|
|
2021
Q4 | $135K | Sell |
731
-12
| -2% | -$2.22K | 0.02% | 560 |
|
|
2021
Q3 | $132K | Buy |
743
+84
| +13% | +$14.9K | 0.02% | 567 |
|
|
2021
Q2 | $115K | Sell |
659
-3
| -0.5% | -$524 | 0.02% | 577 |
|
|
2021
Q1 | $103K | Buy |
662
+35
| +6% | +$5.45K | 0.02% | 548 |
|
|
2020
Q4 | $97K | Hold |
627
| – | – | 0.02% | 508 |
|
|
2020
Q3 | $83K | Hold |
627
| – | – | 0.03% | 432 |
|
|
2020
Q2 | $79K | Sell |
627
-9
| -1% | -$1.13K | 0.03% | 410 |
|
|
2020
Q1 | $76K | Buy |
636
+627
| +6,967% | +$74.9K | 0.03% | 367 |
|
|
2019
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1259 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1240 |
|
|
2019
Q2 | $1K | Sell |
9
-2
| -18% | -$222 | ﹤0.01% | 1342 |
|
|
2019
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1175 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1252 |
|
|
2017
Q4 | – | Sell |
-75
| Closed | -$9K | – | 967 |
|
|
2017
Q3 | $9K | Hold |
75
| – | – | 0.01% | 580 |
|
|
2017
Q2 | $8K | Hold |
75
| – | – | 0.01% | 588 |
|
|
2017
Q1 | $8K | Hold |
75
| – | – | 0.01% | 538 |
|
|
2016
Q4 | $9K | Buy |
+75
| New | +$9K | 0.01% | 490 |
|