Sowell Financial Services’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Buy	+4,609	New	+$204K	0.01%	966
2025 Q1	–	Sell	-14,497	Closed	-$528K	–	1038
2024 Q4	$528K	Sell	14,497 -275	-2%	-$10K	0.03%	404
2024 Q3	$418K	Buy	+14,772	New	+$418K	0.02%	464