Summit Global Investments’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,414
| Closed | -$1.43M | – | 586 |
|
|
2024
Q2 | $1.43M | Buy |
12,414
+1,760
| +17% | +$203K | 0.1% | 166 |
|
|
2024
Q1 | $1.38M | Buy |
+10,654
| New | +$1.38M | 0.1% | 153 |
|
|
2023
Q2 | – | Sell |
-12,903
| Closed | -$775K | – | 621 |
|
|
2023
Q1 | $775K | Buy |
12,903
+3,699
| +40% | +$222K | 0.06% | 284 |
|
|
2022
Q4 | $459K | Hold |
9,204
| – | – | 0.04% | 332 |
|
|
2022
Q3 | $387K | Buy |
+9,204
| New | +$387K | 0.04% | 362 |
|