Summit Securities Group’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,400
| Closed | -$352K | – | 665 |
|
|
2024
Q1 | $352K | Buy |
+1,400
| New | +$352K | 0.06% | 46 |
|
|
2023
Q4 | – | Sell |
-13,000
| Closed | -$2.34M | – | 708 |
|
|
2023
Q3 | $2.34M | Buy |
+13,000
| New | +$2.34M | 0.24% | 12 |
|
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$273K | – | 1067 |
|
|
2022
Q4 | $273K | Hold |
2,000
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $261K | Sell |
2,000
-100
| -5% | -$13.1K | 0.02% | 234 |
|
|
2022
Q2 | $324K | Sell |
2,100
-200
| -9% | -$30.9K | 0.04% | 137 |
|
|
2022
Q1 | $415K | Buy |
2,300
+800
| +53% | +$144K | 0.05% | 143 |
|
|
2021
Q4 | $278K | Sell |
1,500
-27,675
| -95% | -$5.13M | 0.01% | 296 |
|
|
2021
Q3 | $5.19M | Buy |
29,175
+24,375
| +508% | +$4.33M | 0.4% | 18 |
|
|
2021
Q2 | $839K | Sell |
4,800
-1,800
| -27% | -$315K | 0.07% | 133 |
|
|
2021
Q1 | $1.03M | Buy |
+6,600
| New | +$1.03M | 0.11% | 87 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 342 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 232 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 254 |
|
|
2017
Q4 | – | Sell |
-3,700
| Closed | -$441K | – | 199 |
|
|
2017
Q3 | $441K | Buy |
+3,700
| New | +$441K | 0.08% | 62 |
|