Steward Partners Investment Advisory’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.81M | Sell |
13,238
-387
| -3% | -$56.8K | 0.01% | 898 |
|
|
2025
Q4 | $1.84M | Sell |
13,625
-1,574
| -10% | -$214K | 0.01% | 817 |
|
|
2025
Q3 | $2.1M | Buy |
15,199
+3,858
| +34% | +$504K | 0.01% | 762 |
|
|
2025
Q2 | $1.29M | Buy |
11,341
+154
| +1% | +$16K | 0.01% | 880 |
|
|
2025
Q1 | $1.18M | Sell |
11,187
-11,005
| -50% | -$1.32M | 0.01% | 853 |
|
|
2024
Q4 | $2.8M | Sell |
22,192
-7,407
| -25% | -$1.1M | 0.02% | 534 |
|
|
2024
Q3 | $4.57M | Buy |
29,599
+7,526
| +34% | +$1.02M | 0.04% | 387 |
|
|
2024
Q2 | $2.54M | Buy |
22,073
+5,261
| +31% | +$637K | 0.03% | 514 |
|
|
2024
Q1 | $2.17M | Buy |
16,812
+15,221
| +957% | +$1.66M | 0.02% | 561 |
|
|
2023
Q4 | $164K | Sell |
1,591
-1,371
| -46% | -$114K | ﹤0.01% | 1461 |
|
|
2023
Q3 | $219K | Buy |
2,962
+2,592
| +701% | +$205K | ﹤0.01% | 1246 |
|
|
2023
Q2 | $29.3K | Hold |
370
| – | – | ﹤0.01% | 2091 |
|
|
2023
Q1 | $22.2K | Hold |
370
| – | – | ﹤0.01% | 2204 |
|
|
2022
Q4 | $18.5K | Hold |
370
| – | – | ﹤0.01% | 2269 |
|
|
2022
Q3 | $16K | Sell |
370
-8
| -2% | -$371 | ﹤0.01% | 2327 |
|
|
2022
Q2 | $17K | Sell |
378
-1,029
| -73% | -$48.1K | ﹤0.01% | 2304 |
|
|
2022
Q1 | $66K | Buy |
1,407
+375
| +36% | +$21K | ﹤0.01% | 1778 |
|
|
2021
Q4 | $75K | Buy |
1,032
+207
| +25% | +$13.3K | ﹤0.01% | 1719 |
|
|
2021
Q3 | $46K | Buy |
825
+21
| +3% | +$1.24K | ﹤0.01% | 1953 |
|
|
2021
Q2 | $46K | Sell |
804
-300
| -27% | -$18.3K | ﹤0.01% | 3558 |
|
|
2021
Q1 | $62.6K | Buy |
1,104
+303
| +38% | +$15.9K | ﹤0.01% | 1869 |
|
|
2020
Q4 | $35K | Buy |
801
+1
| +0.1% | +$46 | ﹤0.01% | 1842 |
|
|
2020
Q3 | $39K | Buy |
800
+500
| +167% | +$20.2K | ﹤0.01% | 1613 |
|
|
2020
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 2052 |
|
|
2020
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 2099 |
|
|
2019
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 1989 |
|
|
2019
Q3 | $12K | Sell |
300
-2,200
| -88% | -$81.1K | ﹤0.01% | 1924 |
|
|
2019
Q2 | $91K | Buy |
+2,500
| New | +$93.3K | ﹤0.01% | 1095 |
|
|
2018
Q4 | – | Sell |
-2,545
| Closed | -$84K | – | 2039 |
|
|
2018
Q3 | $84K | Buy |
2,545
+2,176
| +590% | +$78.8K | ﹤0.01% | 989 |
|
|
2018
Q2 | $14K | Sell |
369
-42
| -10% | -$1.72K | ﹤0.01% | 1629 |
|
|
2018
Q1 | $17K | Buy |
411
+25
| +6% | +$1.17K | ﹤0.01% | 1408 |
|
|
2017
Q4 | $18K | Buy |
386
+281
| +268% | +$12.9K | ﹤0.01% | 1171 |
|
|
2017
Q3 | $4K | Buy |
105
+63
| +150% | +$2.48K | ﹤0.01% | 1366 |
|
|
2017
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 1553 |
|
|
2017
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 1441 |
|
|
2016
Q4 | $1K | Buy |
+42
| New | +$1.25K | ﹤0.01% | 833 |
|
Other funds holding TOL
GA
VCM
VPM
