Stifel Financial’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20M Buy
451,595
+216,674
+92% +$9.6M 0.02% 592
2025
Q1
$7.79M Sell
234,921
-24,853
-10% -$824K 0.01% 969
2024
Q4
$9.47M Sell
259,774
-3,937
-1% -$144K 0.01% 874
2024
Q3
$7.47M Sell
263,711
-5,982
-2% -$169K 0.01% 989
2024
Q2
$6.95M Buy
269,693
+47,768
+22% +$1.23M 0.01% 961
2024
Q1
$5.53M Buy
221,925
+60,120
+37% +$1.5M 0.01% 1084
2023
Q4
$2.95M Sell
161,805
-26,010
-14% -$475K ﹤0.01% 1413
2023
Q3
$3.52M Sell
187,815
-13,094
-7% -$245K ﹤0.01% 1234
2023
Q2
$4.53M Buy
200,909
+10,109
+5% +$228K 0.01% 1095
2023
Q1
$3.39M Sell
190,800
-13,159
-6% -$234K ﹤0.01% 1253
2022
Q4
$3.68M Sell
203,959
-181
-0.1% -$3.26K 0.01% 1150
2022
Q3
$3.41M Sell
204,140
-15,748
-7% -$263K 0.01% 1138
2022
Q2
$2.85M Buy
219,888
+159,566
+265% +$2.06M ﹤0.01% 1268
2022
Q1
$1.31M Buy
60,322
+18,110
+43% +$394K ﹤0.01% 1924
2021
Q4
$1.47M Buy
+42,212
New +$1.47M ﹤0.01% 1847