TFA
Trinity Financial Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
11,798
-604
| -5% | -$26.8K | 0.16% | 53 |
|
|
2025
Q1 | $405K | Sell |
12,402
-188
| -1% | -$6.14K | 0.15% | 52 |
|
|
2024
Q4 | $458K | Buy |
12,590
+2,595
| +26% | +$94.4K | 0.17% | 47 |
|
|
2024
Q3 | $263K | Buy |
9,995
+125
| +1% | +$3.29K | 0.12% | 66 |
|
|
2024
Q2 | $254K | Sell |
9,870
-720
| -7% | -$18.6K | 0.11% | 70 |
|
|
2024
Q1 | $264K | Sell |
10,590
-10,320
| -49% | -$257K | 0.12% | 61 |
|
|
2023
Q4 | $382K | Sell |
20,910
-225
| -1% | -$4.11K | 0.19% | 49 |
|
|
2023
Q3 | $396K | Buy |
21,135
+747
| +4% | +$14K | 0.21% | 46 |
|
|
2023
Q2 | $460K | Sell |
20,388
-1,475
| -7% | -$33.3K | 0.25% | 41 |
|
|
2023
Q1 | $388K | Sell |
21,863
-520
| -2% | -$9.23K | 0.24% | 46 |
|
|
2022
Q4 | $404K | Sell |
22,383
-310
| -1% | -$5.59K | 0.27% | 39 |
|
|
2022
Q3 | $379K | Buy |
22,693
+1,365
| +6% | +$22.8K | 0.27% | 46 |
|
|
2022
Q2 | $276K | Buy |
21,328
+11,625
| +120% | +$150K | 0.2% | 23 |
|
|
2022
Q1 | $211K | Buy |
+9,703
| New | +$211K | 0.13% | 62 |
|