Stamos Capital Partners’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Buy |
42,106
+20,330
| +93% | +$3.5M | 1.3% | 17 |
|
|
2025
Q1 | $3.84M | Sell |
21,776
-3,534
| -14% | -$624K | 1.01% | 24 |
|
|
2024
Q4 | $4.93M | Sell |
25,310
-11,620
| -31% | -$2.26M | 1.16% | 20 |
|
|
2024
Q3 | $6.59M | Buy |
36,930
+16,500
| +81% | +$2.95M | 1.55% | 15 |
|
|
2024
Q2 | $4.19M | Buy |
20,430
+4,680
| +30% | +$959K | 0.89% | 26 |
|
|
2024
Q1 | $3.96M | Sell |
15,750
-3,040
| -16% | -$765K | 0.9% | 26 |
|
|
2023
Q4 | $3.45M | Buy |
18,790
+4,940
| +36% | +$906K | 0.93% | 22 |
|
|
2023
Q3 | $2.49M | Sell |
13,850
-9,030
| -39% | -$1.62M | 0.55% | 56 |
|
|
2023
Q2 | $3.68M | Buy |
22,880
+4,670
| +26% | +$751K | 0.86% | 29 |
|
|
2023
Q1 | $2.58M | Buy |
+18,210
| New | +$2.58M | 0.67% | 53 |
|
|
2022
Q4 | – | Sell |
-7,400
| Closed | -$964K | – | 182 |
|
|
2022
Q3 | $964K | Sell |
7,400
-11,660
| -61% | -$1.52M | 0.25% | 83 |
|
|
2022
Q2 | $2.94M | Buy |
19,060
+4,400
| +30% | +$678K | 0.89% | 31 |
|
|
2022
Q1 | $2.64M | Buy |
14,660
+9,260
| +171% | +$1.67M | 0.88% | 31 |
|
|
2021
Q4 | $1M | Buy |
+5,400
| New | +$1M | 0.46% | 51 |
|