Steward Partners Investment Advisory’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $511K | Sell |
2,480
-679
| -21% | -$153K | ﹤0.01% | 1515 |
|
|
2025
Q4 | $676K | Sell |
3,159
-46
| -1% | -$9.33K | ﹤0.01% | 1258 |
|
|
2025
Q3 | $612K | Buy |
3,205
+43
| +1% | +$8.11K | ﹤0.01% | 1275 |
|
|
2025
Q2 | $545K | Buy |
3,162
+133
| +4% | +$24.1K | ﹤0.01% | 1260 |
|
|
2025
Q1 | $535K | Sell |
3,029
-7,062
| -70% | -$1.31M | ﹤0.01% | 1190 |
|
|
2024
Q4 | $1.96M | Sell |
10,091
-954
| -9% | -$168K | 0.02% | 646 |
|
|
2024
Q3 | $1.97M | Sell |
11,045
-591
| -5% | -$110K | 0.02% | 630 |
|
|
2024
Q2 | $2.39M | Buy |
11,636
+266
| +2% | +$58.8K | 0.03% | 531 |
|
|
2024
Q1 | $2.86M | Sell |
11,370
-1,479
| -12% | -$327K | 0.03% | 468 |
|
|
2023
Q4 | $2.36M | Sell |
12,849
-378
| -3% | -$68.9K | 0.03% | 458 |
|
|
2023
Q3 | $2.38M | Buy |
13,227
+56
| +0.4% | +$9.56K | 0.04% | 428 |
|
|
2023
Q2 | $2.12M | Buy |
13,171
+10,474
| +388% | +$1.51M | 0.03% | 469 |
|
|
2023
Q1 | $382K | Buy |
2,697
+52
| +2% | +$7.31K | 0.01% | 1018 |
|
|
2022
Q4 | $361K | Buy |
2,645
+8
| +0.3% | +$1.11K | 0.01% | 1018 |
|
|
2022
Q3 | $344K | Buy |
2,637
+353
| +15% | +$53.5K | 0.01% | 988 |
|
|
2022
Q2 | $352K | Sell |
2,284
-53
| -2% | -$8.76K | 0.01% | 971 |
|
|
2022
Q1 | $421K | Buy |
2,337
+198
| +9% | +$37K | 0.01% | 986 |
|
|
2021
Q4 | $396K | Buy |
2,139
+18
| +0.8% | +$3.24K | 0.01% | 1033 |
|
|
2021
Q3 | $377K | Buy |
2,121
+150
| +8% | +$26.8K | 0.01% | 1016 |
|
|
2021
Q2 | $345K | Sell |
1,971
-341
| -15% | -$56K | 0.01% | 1110 |
|
|
2021
Q1 | $361K | Buy |
2,312
+417
| +22% | +$63.1K | 0.01% | 1017 |
|
|
2020
Q4 | $293K | Sell |
1,895
-9
| -0.5% | -$1.26K | 0.01% | 923 |
|
|
2020
Q3 | $252K | Buy |
1,904
+80
| +4% | +$10.4K | 0.01% | 870 |
|
|
2020
Q2 | $229K | Buy |
1,824
+169
| +10% | +$21K | 0.01% | 837 |
|
|
2020
Q1 | $198K | Buy |
1,655
+725
| +78% | +$96.8K | 0.01% | 798 |
|
|
2019
Q4 | $130K | Buy |
930
+26
| +3% | +$3.63K | ﹤0.01% | 1021 |
|
|
2019
Q3 | $121K | Sell |
904
-101
| -10% | -$13.2K | ﹤0.01% | 1018 |
|
|
2019
Q2 | $124K | Buy |
+1,005
| New | +$123K | ﹤0.01% | 973 |
|
|
2018
Q4 | – | Sell |
-1,230
| Closed | -$153K | – | 2036 |
|
|
2018
Q3 | $153K | Buy |
1,230
+200
| +19% | +$25.3K | 0.01% | 796 |
|
|
2018
Q2 | $133K | Buy |
1,030
+200
| +24% | +$26.4K | 0.01% | 763 |
|
|
2018
Q1 | $108K | Sell |
830
-95
| -10% | -$12.7K | 0.01% | 756 |
|
|
2017
Q4 | $117K | Sell |
925
-5
| -0.5% | -$623 | 0.01% | 619 |
|
|
2017
Q3 | $110K | Sell |
930
-11
| -1% | -$1.25K | 0.01% | 527 |
|
|
2017
Q2 | $98K | Buy |
941
+18
| +2% | +$1.92K | 0.01% | 500 |
|
|
2017
Q1 | $100K | Buy |
923
+27
| +3% | +$3.1K | 0.02% | 432 |
|
|
2016
Q4 | $105K | Buy |
+896
| New | +$104K | 0.05% | 248 |
|
Other funds holding TM
