Regal Investment Advisors’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.54M | Sell |
30,996
-1,690
| -5% | -$193K | 0.27% | 96 |
|
2025
Q1 | $3.45M | Sell |
32,686
-7,176
| -18% | -$758K | 0.28% | 97 |
|
2024
Q4 | $5.02M | Sell |
39,862
-106
| -0.3% | -$13.4K | 0.38% | 72 |
|
2024
Q3 | $6.17M | Sell |
39,968
-4,520
| -10% | -$698K | 0.43% | 62 |
|
2024
Q2 | $5.12M | Buy |
44,488
+508
| +1% | +$58.5K | 0.33% | 80 |
|
2024
Q1 | $5.69M | Buy |
43,980
+1,036
| +2% | +$134K | 0.39% | 71 |
|
2023
Q4 | $4.41M | Buy |
42,944
+7,798
| +22% | +$802K | 0.33% | 87 |
|
2023
Q3 | $2.6M | Buy |
35,146
+3,943
| +13% | +$292K | 0.22% | 124 |
|
2023
Q2 | $2.47M | Sell |
31,203
-6,119
| -16% | -$484K | 0.21% | 122 |
|
2023
Q1 | $2.24M | Buy |
37,322
+13,293
| +55% | +$798K | 0.2% | 131 |
|
2022
Q4 | $1.2M | Buy |
24,029
+921
| +4% | +$46K | 0.12% | 169 |
|
2022
Q3 | $971K | Buy |
+23,108
| New | +$971K | 0.1% | 181 |
|
2015
Q4 | – | Sell |
-250
| Closed | -$8K | – | 816 |
|
2015
Q3 | $8K | Hold |
250
| – | – | ﹤0.01% | 745 |
|
2015
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 677 |
|
2015
Q1 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 695 |
|