Stamos Capital Partners’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Buy |
42,293
+14,313
| +51% | +$1.63M | 0.87% | 32 |
|
|
2025
Q1 | $2.95M | Buy |
27,980
+15,980
| +133% | +$1.69M | 0.77% | 36 |
|
|
2024
Q4 | $1.51M | Buy |
12,000
+7,000
| +140% | +$882K | 0.35% | 77 |
|
|
2024
Q3 | $772K | Sell |
5,000
-1,490
| -23% | -$230K | 0.18% | 105 |
|
|
2024
Q2 | $748K | Buy |
6,490
+2,640
| +69% | +$304K | 0.16% | 117 |
|
|
2024
Q1 | $498K | Sell |
3,850
-960
| -20% | -$124K | 0.11% | 112 |
|
|
2023
Q4 | $494K | Sell |
4,810
-5,790
| -55% | -$595K | 0.13% | 110 |
|
|
2023
Q3 | $784K | Hold |
10,600
| – | – | 0.17% | 101 |
|
|
2023
Q2 | $838K | Sell |
10,600
-4,100
| -28% | -$324K | 0.2% | 94 |
|
|
2023
Q1 | $882K | Hold |
14,700
| – | – | 0.23% | 77 |
|
|
2022
Q4 | $734K | Sell |
14,700
-33,210
| -69% | -$1.66M | 0.23% | 91 |
|
|
2022
Q3 | $2.01M | Buy |
47,910
+26,140
| +120% | +$1.1M | 0.51% | 52 |
|
|
2022
Q2 | $971K | Buy |
+21,770
| New | +$971K | 0.29% | 75 |
|
|
2019
Q1 | – | Sell |
-16,000
| Closed | -$527K | – | 88 |
|
|
2018
Q4 | $527K | Buy |
+16,000
| New | +$527K | 0.4% | 57 |
|