Stratos Wealth Partners’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
6,255
-608
| -9% | -$26.9K | ﹤0.01% | 1174 |
|
|
2025
Q1 | $228K | Sell |
6,863
-1,599
| -19% | -$53K | ﹤0.01% | 1223 |
|
|
2024
Q4 | $308K | Buy |
+8,462
| New | +$308K | ﹤0.01% | 1138 |
|
|
2024
Q3 | – | Sell |
-8,850
| Closed | -$228K | – | 1516 |
|
|
2024
Q2 | $228K | Buy |
+8,850
| New | +$228K | ﹤0.01% | 1215 |
|
|
2022
Q1 | – | Sell |
-5,810
| Closed | -$202K | – | 1353 |
|
|
2021
Q4 | $202K | Buy |
5,810
+480
| +9% | +$16.7K | ﹤0.01% | 1167 |
|
|
2021
Q3 | $266K | Buy |
+5,330
| New | +$266K | 0.01% | 982 |
|