Quattro Financial Advisors’s The Oncology Institute TOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-162,724
| Closed | -$186K | – | 90 |
|
|
2025
Q1 | $186K | Hold |
162,724
| – | – | 0.06% | 79 |
|
|
2024
Q4 | $113K | Hold |
162,724
| – | – | 0.03% | 82 |
|
|
2024
Q3 | $52.6K | Buy |
162,724
+106,764
| +191% | +$34.5K | 0.01% | 77 |
|
|
2024
Q2 | $25.7K | Hold |
55,960
| – | – | 0.01% | 74 |
|
|
2024
Q1 | $88.4K | Buy |
+55,960
| New | +$88.4K | 0.03% | 78 |
|