Transamerica Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
607
+74
| +14% | +$12.7K | 0.01% | 271 |
|
|
2025
Q1 | $94K | Buy |
533
+194
| +57% | +$34.2K | 0.01% | 271 |
|
|
2024
Q4 | $66K | Sell |
339
-25
| -7% | -$4.87K | 0.01% | 294 |
|
|
2024
Q3 | $65K | Buy |
364
+322
| +767% | +$57.5K | 0.01% | 308 |
|
|
2024
Q2 | $9K | Hold |
42
| – | – | ﹤0.01% | 318 |
|
|
2024
Q1 | $11K | Buy |
+42
| New | +$11K | ﹤0.01% | 341 |
|
|
2016
Q2 | – | Sell |
-313
| Closed | -$34K | – | 681 |
|
|
2016
Q1 | $34K | Sell |
313
-164
| -34% | -$17.8K | ﹤0.01% | 418 |
|
|
2015
Q4 | $59K | Buy |
477
+250
| +110% | +$30.9K | ﹤0.01% | 386 |
|
|
2015
Q3 | $27K | Hold |
227
| – | – | ﹤0.01% | 466 |
|
|
2015
Q2 | $31K | Sell |
227
-796
| -78% | -$109K | ﹤0.01% | 511 |
|
|
2015
Q1 | $144K | Buy |
1,023
+45
| +5% | +$6.33K | 0.01% | 349 |
|
|
2014
Q4 | $123K | Sell |
978
-8
| -0.8% | -$1.01K | 0.01% | 310 |
|
|
2014
Q3 | $116K | Hold |
986
| – | – | 0.01% | 285 |
|
|
2014
Q2 | $119K | Buy |
+986
| New | +$119K | 0.01% | 308 |
|