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SFMG Wealth Advisors’s Toyota TM Stock Holding History

SFMG Wealth Advisors’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,056
Closed -$206K – 294
2024
Q4 		$206K Buy
+1,056
New +$206K 0.02% 247
2024
Q3 		– Sell
-1,056
Closed -$216K – 281
2024
Q2 		$216K Hold
1,056
– – 0.02% 233
2024
Q1 		$266K Buy
+1,056
New +$266K 0.02% 212