Safeguard Investment Advisory Group’s Toro Company TTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,248	Closed	-$230K	–	159
2025 Q2	$230K	Sell	3,248 -662	-17%	-$47K	0.06%	125
2025 Q1	$284K	Buy	3,910 +1,217	+45%	+$96.2K	0.08%	103
2024 Q4	$216K	Buy	2,693 +10	+0.4%	+$838	0.06%	104
2024 Q3	$233K	Sell	2,683 -748	-22%	-$67.3K	0.07%	95
2024 Q2	$321K	Sell	3,431 -14	-0.4%	-$1.24K	0.1%	70
2024 Q1	$316K	Sell	3,445 -41	-1%	-$3.78K	0.11%	73
2023 Q4	$335K	Sell	3,486 -144	-4%	-$12.3K	0.13%	69
2023 Q3	$302K	Sell	3,630 -25	-0.7%	-$2.41K	0.13%	69
2023 Q2	$372K	Sell	3,655 -42	-1%	-$4.31K	0.16%	63
2023 Q1	$411K	Sell	3,697 -214	-5%	-$23.8K	0.2%	61
2022 Q4	$443K	Buy	3,911 +14	+0.4%	+$1.48K	0.27%	51
2022 Q3	$337K	Buy	3,897 +28	+0.7%	+$2.4K	0.23%	63
2022 Q2	$330K	Hold	3,869	–	–	0.2%	70
2022 Q1	$330K	Buy	3,869 +12	+0.3%	+$1.12K	0.23%	62
2021 Q4	$385K	Buy	3,857 +7	+0.2%	+$697	0.22%	62
2021 Q3	$375K	Buy	3,850 +21	+0.5%	+$2.29K	0.24%	57
2021 Q2	$420K	Buy	3,829 +5	+0.1%	+$550	0.3%	55
2021 Q1	$394K	Buy	3,824 +7	+0.2%	+$700	0.35%	51
2020 Q4	$362K	Buy	+3,817	New	+$337K	0.32%	54