Trinity Financial Advisors’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$442K Buy
2025
Q2
$523K Sell
2025
Q1
$405K Sell
2024
Q4
$458K Buy
2024
Q3
$263K Buy
2024
Q2
$254K Sell
2024
Q1
$264K Sell
2023
Q4
$382K Sell
2023
Q3
$396K Buy
2023
Q2
$460K Sell
2023
Q1
$388K Sell
2022
Q4
$404K Sell
2022
Q3
$379K Buy
2022
Q2
$276K Buy
2022
Q1
$211K Buy