Steward Partners Investment Advisory’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $553K | Sell |
|
|||||
|
2025
Q2 | $920K | Buy |
|
|||||
|
2025
Q1 | $455K | Sell |
|
|||||
|
2024
Q4 | $856K | Buy |
|
|||||
|
2024
Q3 | $659K | Sell |
|
|||||
|
2024
Q2 | $606K | Sell |
|
|||||
|
2024
Q1 | $938K | Buy |
|
|||||
|
2023
Q4 | $65.9K | Buy |
|
|||||
|
2023
Q3 | $60.1K | Buy |
|
|||||
|
2023
Q2 | $27.1K | Hold |
|
|||||
|
2023
Q1 | $21.3K | Buy |
|
|||||
|
2022
Q4 | $18K | Hold |
|
|||||
|
2022
Q3 | $17K | Hold |
|
|||||
|
2022
Q2 | $13K | Hold |
|
|||||
|
2022
Q1 | $22K | Hold |
|
|||||
|
2021
Q4 | $35K | Hold |
|
|||||
|
2021
Q3 | $50K | Buy |
|