Stonegate Investment Group’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $244K | Buy |
1,417
+178
| +14% | +$30.7K | 0.01% | 337 |
|
2025
Q1 | $219K | Buy |
1,239
+7
| +0.6% | +$1.24K | 0.01% | 317 |
|
2024
Q4 | $240K | Hold |
1,232
| – | – | 0.01% | 303 |
|
2024
Q3 | $220K | Buy |
1,232
+172
| +16% | +$30.7K | 0.01% | 326 |
|
2024
Q2 | $217K | Hold |
1,060
| – | – | 0.01% | 317 |
|
2024
Q1 | $267K | Buy |
+1,060
| New | +$267K | 0.01% | 268 |
|