Steward Partners Investment Advisory’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Buy |
20,777
+7,064
| +52% | +$313K | 0.01% | 1023 |
|
|
2025
Q1 | $455K | Sell |
13,713
-9,763
| -42% | -$324K | ﹤0.01% | 1263 |
|
|
2024
Q4 | $856K | Buy |
23,476
+211
| +0.9% | +$7.69K | 0.01% | 934 |
|
|
2024
Q3 | $659K | Sell |
23,265
-234
| -1% | -$6.63K | 0.01% | 1003 |
|
|
2024
Q2 | $606K | Sell |
23,499
-14,123
| -38% | -$364K | 0.01% | 982 |
|
|
2024
Q1 | $938K | Buy |
37,622
+34,014
| +943% | +$848K | 0.01% | 818 |
|
|
2023
Q4 | $65.9K | Buy |
3,608
+400
| +12% | +$7.3K | ﹤0.01% | 1859 |
|
|
2023
Q3 | $60.1K | Buy |
3,208
+2,008
| +167% | +$37.6K | ﹤0.01% | 1823 |
|
|
2023
Q2 | $27.1K | Hold |
1,200
| – | – | ﹤0.01% | 2140 |
|
|
2023
Q1 | $21.3K | Buy |
1,200
+200
| +20% | +$3.55K | ﹤0.01% | 2226 |
|
|
2022
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 2289 |
|
|
2022
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 2306 |
|
|
2022
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 2424 |
|
|
2022
Q1 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 2320 |
|
|
2021
Q4 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 2073 |
|
|
2021
Q3 | $50K | Buy |
+1,000
| New | +$50K | ﹤0.01% | 1895 |
|