Raymond James Financial Services Advisors’s Toast TOST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $868K | Buy |
30,652
+2,916
| +11% | +$82.6K | ﹤0.01% | 2248 |
|
2024
Q2 | $715K | Buy |
27,736
+4,117
| +17% | +$106K | ﹤0.01% | 2291 |
|
2024
Q1 | $589K | Buy |
23,619
+4,722
| +25% | +$118K | ﹤0.01% | 2391 |
|
2023
Q4 | $345K | Sell |
18,897
-2,758
| -13% | -$50.4K | ﹤0.01% | 2641 |
|
2023
Q3 | $406K | Buy |
21,655
+4,571
| +27% | +$85.6K | ﹤0.01% | 2445 |
|
2023
Q2 | $386K | Buy |
17,084
+3,334
| +24% | +$75.2K | ﹤0.01% | 2503 |
|
2023
Q1 | $244K | Buy |
+13,750
| New | +$244K | ﹤0.01% | 2765 |
|
2022
Q4 | – | Sell |
-13,930
| Closed | -$233K | – | 3315 |
|
2022
Q3 | $233K | Sell |
13,930
-8,903
| -39% | -$149K | ﹤0.01% | 2746 |
|
2022
Q2 | $295K | Buy |
+22,833
| New | +$295K | ﹤0.01% | 2598 |
|
2022
Q1 | – | Sell |
-6,937
| Closed | -$241K | – | 3375 |
|
2021
Q4 | $241K | Buy |
+6,937
| New | +$241K | ﹤0.01% | 2852 |
|