Tower Research Capital (TRC)’s The Oncology Institute TOI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.5K	Buy	7,314 +1,967	+37%	+$6.03K	﹤0.01%	3401
2025 Q4	$19K	Sell	5,347 -8,286	-61%	-$30.7K	﹤0.01%	3134
2025 Q3	$47.6K	Buy	13,633 +5,984	+78%	+$20.5K	﹤0.01%	2560
2025 Q2	$15.7K	Sell	7,649 -1,894	-20%	-$4.74K	﹤0.01%	3803
2025 Q1	$10.9K	Sell	9,543 -3,997	-30%	-$3.09K	﹤0.01%	3599
2024 Q4	$4.18K	Buy	13,540 +4,741	+54%	+$1.23K	﹤0.01%	4500
2024 Q3	$2.88K	Sell	8,799 -1,033	-11%	-$428	﹤0.01%	4930
2024 Q2	$4.52K	Buy	9,832 +2,080	+27%	+$1.77K	﹤0.01%	4772
2024 Q1	$12.2K	Sell	7,752 -4,294	-36%	-$8.16K	﹤0.01%	3494
2023 Q4	$24.6K	Buy	+12,046	New	+$20.9K	﹤0.01%	3531
2023 Q3	–	Sell	-3,640	Closed	-$2K	–	6235
2023 Q2	$2K	Sell	3,640 -11,041	-75%	-$5.84K	﹤0.01%	5275
2023 Q1	$10K	Buy	14,681 +7,660	+109%	+$9.77K	﹤0.01%	4410
2022 Q4	$12K	Buy	7,021 +5,345	+319%	+$15K	﹤0.01%	3753
2022 Q3	$8K	Sell	1,676 -2,012	-55%	-$11.8K	﹤0.01%	4813
2022 Q2	$19K	Buy	3,688 +2,873	+353%	+$20.9K	﹤0.01%	3861
2022 Q1	$6K	Buy	815 +615	+308%	+$4.15K	﹤0.01%	4930
2021 Q4	$2K	Sell	200 -252	-56%	-$2.24K	﹤0.01%	5669
2021 Q3	$4K	Buy	+452	New	+$4.49K	﹤0.01%	4999
2021 Q2	–	Sell	-49	Closed	–	–	5845
2021 Q1	$0	Buy	49 +48	+4,800%	+$511	﹤0.01%	5728
2020 Q4	$0	Buy	+1	New	+$10	﹤0.01%	5408

Other funds holding TOI