SevenBridge Financial Group’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+1,036
| New | +$201K | 0.04% | 211 |
|
|
2024
Q4 | – | Sell |
-1,403
| Closed | -$244K | – | 228 |
|
|
2024
Q3 | $244K | Hold |
1,403
| – | – | 0.05% | 199 |
|
|
2024
Q2 | $238K | Hold |
1,403
| – | – | 0.05% | 185 |
|
|
2024
Q1 | $327K | Hold |
1,403
| – | – | 0.07% | 163 |
|
|
2023
Q4 | $257K | Hold |
1,403
| – | – | 0.06% | 167 |
|
|
2023
Q3 | $252K | Hold |
1,403
| – | – | 0.07% | 160 |
|
|
2023
Q2 | $226K | Buy |
+1,403
| New | +$226K | 0.06% | 167 |
|
|
2022
Q3 | – | Sell |
-1,403
| Closed | -$216K | – | 172 |
|
|
2022
Q2 | $216K | Hold |
1,403
| – | – | 0.09% | 134 |
|
|
2022
Q1 | $253K | Hold |
1,403
| – | – | 0.09% | 137 |
|
|
2021
Q4 | $260K | Hold |
1,403
| – | – | 0.08% | 154 |
|
|
2021
Q3 | $249K | Hold |
1,403
| – | – | 0.08% | 151 |
|
|
2021
Q2 | $245K | Hold |
1,403
| – | – | 0.08% | 151 |
|
|
2021
Q1 | $219K | Hold |
1,403
| – | – | 0.08% | 149 |
|
|
2020
Q4 | $217K | Buy |
+1,403
| New | +$217K | 0.08% | 144 |
|
|
2019
Q3 | – | Sell |
-1,220
| Closed | -$151K | – | 520 |
|
|
2019
Q2 | $151K | Hold |
1,220
| – | – | 0.05% | 161 |
|
|
2019
Q1 | $144K | Sell |
1,220
-225
| -16% | -$26.6K | 0.05% | 148 |
|
|
2018
Q4 | $168K | Hold |
1,445
| – | – | 0.1% | 137 |
|
|
2018
Q3 | $180K | Sell |
1,445
-655
| -31% | -$81.6K | 0.1% | 138 |
|
|
2018
Q2 | $271K | Hold |
2,100
| – | – | 0.15% | 115 |
|
|
2018
Q1 | $274K | Sell |
2,100
-50
| -2% | -$6.52K | 0.16% | 113 |
|
|
2017
Q4 | $273K | Sell |
2,150
-250
| -10% | -$31.7K | 0.15% | 117 |
|
|
2017
Q3 | $286K | Hold |
2,400
| – | – | 0.16% | 114 |
|
|
2017
Q2 | $252K | Hold |
2,400
| – | – | 0.15% | 120 |
|
|
2017
Q1 | $254K | Sell |
2,400
-635
| -21% | -$67.2K | 0.17% | 112 |
|
|
2016
Q4 | $348K | Hold |
3,035
| – | – | 0.25% | 93 |
|
|
2016
Q3 | $348K | Sell |
3,035
-375
| -11% | -$43K | 0.25% | 93 |
|
|
2016
Q2 | $341K | Buy |
+3,410
| New | +$341K | 0.24% | 99 |
|