Sunbelt Securities’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2
| Closed | -$357 | – | 1926 |
|
|
2024
Q3 | $357 | Hold |
2
| – | – | ﹤0.01% | 1762 |
|
|
2024
Q2 | $410 | Hold |
2
| – | – | ﹤0.01% | 1667 |
|
|
2024
Q1 | $503 | Hold |
2
| – | – | ﹤0.01% | 1625 |
|
|
2023
Q4 | $367 | Hold |
2
| – | – | ﹤0.01% | 1607 |
|
|
2023
Q3 | $360 | Hold |
2
| – | – | ﹤0.01% | 1668 |
|
|
2023
Q2 | $322 | Hold |
2
| – | – | ﹤0.01% | 1607 |
|
|
2023
Q1 | $279 | Buy |
+2
| New | +$279 | ﹤0.01% | 1577 |
|
|
2021
Q2 | – | Sell |
-8,596
| Closed | -$1.34M | – | 460 |
|
|
2021
Q1 | $1.34M | Buy |
8,596
+384
| +5% | +$60K | 0.26% | 98 |
|
|
2020
Q4 | $1.27M | Buy |
8,212
+99
| +1% | +$15.3K | 0.26% | 95 |
|
|
2020
Q3 | $1.08M | Buy |
8,113
+2
| +0% | +$265 | 0.3% | 90 |
|
|
2020
Q2 | $1.02M | Buy |
8,111
+49
| +0.6% | +$6.16K | 0.35% | 76 |
|
|
2020
Q1 | $967K | Sell |
8,062
-1,610
| -17% | -$193K | 0.04% | 152 |
|
|
2019
Q4 | $1.36M | Buy |
9,672
+2
| +0% | +$281 | 0.14% | 149 |
|
|
2019
Q3 | $1.3M | Buy |
9,670
+1,648
| +21% | +$222K | 0.15% | 150 |
|
|
2019
Q2 | $995K | Hold |
8,022
| – | – | 0.43% | 64 |
|
|
2019
Q1 | $947K | Hold |
8,022
| – | – | 0.47% | 60 |
|
|
2018
Q4 | $931K | Hold |
8,022
| – | – | 0.54% | 56 |
|
|
2018
Q3 | $998K | Hold |
8,022
| – | – | 0.53% | 56 |
|
|
2018
Q2 | $1.03M | Hold |
8,022
| – | – | 0.62% | 47 |
|
|
2018
Q1 | $1.05M | Sell |
8,022
-4,547
| -36% | -$593K | 0.96% | 22 |
|
|
2017
Q4 | $1.6M | Sell |
12,569
-2,714
| -18% | -$345K | 1.55% | 8 |
|
|
2017
Q3 | $1.82M | Buy |
15,283
+16
| +0.1% | +$1.91K | 1.91% | 7 |
|
|
2017
Q2 | $1.6M | Hold |
15,267
| – | – | 3.01% | 7 |
|
|
2017
Q1 | $1.66M | Hold |
15,267
| – | – | 2.49% | 9 |
|
|
2016
Q4 | $1.79M | Sell |
15,267
-1,950
| -11% | -$229K | 2.72% | 9 |
|
|
2016
Q3 | $2M | Buy |
17,217
+200
| +1% | +$23.2K | 2.41% | 10 |
|
|
2016
Q2 | $1.7M | Buy |
17,017
+4,313
| +34% | +$431K | 2.22% | 10 |
|
|
2016
Q1 | $1.35M | Buy |
12,704
+3,945
| +45% | +$420K | 1.97% | 10 |
|
|
2015
Q4 | $1.08M | Buy |
8,759
+256
| +3% | +$31.5K | 1.52% | 14 |
|
|
2015
Q3 | $997K | Buy |
8,503
+5,500
| +183% | +$645K | 1.35% | 14 |
|
|
2015
Q2 | $402K | Buy |
3,003
+220
| +8% | +$29.5K | 0.55% | 39 |
|
|
2015
Q1 | $389K | Hold |
2,783
| – | – | 0.58% | 39 |
|
|
2014
Q4 | $349K | Buy |
+2,783
| New | +$349K | 0.46% | 47 |
|