TCOT
Trust Company of Toledo’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
14,997
+70
| +0.5% | +$19.1K | 0.45% | 55 |
|
|
2025
Q1 | $4.01M | Sell |
14,927
-15
| -0.1% | -$4.03K | 0.53% | 49 |
|
|
2024
Q4 | $5M | Buy |
14,942
+370
| +3% | +$124K | 0.66% | 38 |
|
|
2024
Q3 | $3.99M | Sell |
14,572
-253
| -2% | -$69.2K | 0.54% | 51 |
|
|
2024
Q2 | $3.81M | Buy |
14,825
+516
| +4% | +$133K | 0.55% | 47 |
|
|
2024
Q1 | $4.31M | Buy |
14,309
+591
| +4% | +$178K | 0.67% | 39 |
|
|
2023
Q4 | $3.61M | Buy |
13,718
+339
| +3% | +$89.2K | 0.62% | 41 |
|
|
2023
Q3 | $2.71M | Buy |
13,379
+530
| +4% | +$107K | 0.53% | 52 |
|
|
2023
Q2 | $2.71M | Sell |
12,849
-23
| -0.2% | -$4.86K | 0.46% | 53 |
|
|
2023
Q1 | $2.57M | Buy |
12,872
+77
| +0.6% | +$15.4K | 0.46% | 55 |
|
|
2022
Q4 | $1.7K | Sell |
12,795
-3,011
| -19% | -$399 | 0.32% | 74 |
|
|
2022
Q3 | $2.27M | Sell |
15,806
-927
| -6% | -$133K | 0.44% | 56 |
|
|
2022
Q2 | $2.76M | Sell |
16,733
-90
| -0.5% | -$14.9K | 0.48% | 49 |
|
|
2022
Q1 | $3.57M | Sell |
16,823
-27
| -0.2% | -$5.73K | 0.55% | 43 |
|
|
2021
Q4 | $4.28M | Sell |
16,850
-18
| -0.1% | -$4.57K | 0.64% | 39 |
|
|
2021
Q3 | $4.58M | Sell |
16,868
-316
| -2% | -$85.7K | 0.75% | 36 |
|
|
2021
Q2 | $4.2M | Buy |
17,184
+218
| +1% | +$53.2K | 0.71% | 35 |
|
|
2021
Q1 | $3.6M | Sell |
16,966
-711
| -4% | -$151K | 0.65% | 39 |
|
|
2020
Q4 | $3.93M | Buy |
17,677
+3,423
| +24% | +$762K | 0.76% | 34 |
|
|
2020
Q3 | $3.58M | Buy |
14,254
+80
| +0.6% | +$20.1K | 0.8% | 33 |
|
|
2020
Q2 | $2.66M | Buy |
14,174
+527
| +4% | +$98.7K | 0.63% | 40 |
|
|
2020
Q1 | $1.97M | Buy |
13,647
+2,115
| +18% | +$305K | 0.54% | 47 |
|
|
2019
Q4 | $1.88M | Sell |
11,532
-112
| -1% | -$18.2K | 0.44% | 60 |
|
|
2019
Q3 | $1.73M | Buy |
11,644
+138
| +1% | +$20.5K | 0.42% | 63 |
|
|
2019
Q2 | $1.75M | Sell |
11,506
-1,127
| -9% | -$171K | 0.44% | 59 |
|
|
2019
Q1 | $2M | Buy |
12,633
+275
| +2% | +$43.6K | 0.51% | 52 |
|
|
2018
Q4 | $1.69M | Buy |
12,358
+611
| +5% | +$83.7K | 0.47% | 59 |
|
|
2018
Q3 | $1.87M | Buy |
11,747
+3,170
| +37% | +$504K | 0.48% | 58 |
|
|
2018
Q2 | $1.17M | Buy |
8,577
+260
| +3% | +$35.5K | 0.31% | 81 |
|
|
2018
Q1 | $967K | Buy |
8,317
+2,324
| +39% | +$270K | 0.26% | 91 |
|
|
2017
Q4 | $613K | Buy |
5,993
+1,468
| +32% | +$150K | 0.15% | 116 |
|
|
2017
Q3 | $423K | Buy |
4,525
+225
| +5% | +$21K | 0.11% | 137 |
|
|
2017
Q2 | $373K | Buy |
+4,300
| New | +$373K | 0.1% | 145 |
|