U.S. Global Investors (USGI)’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
4,350
| – | – | 0.06% | 84 |
|
|
2025
Q1 | $459K | Buy |
+4,350
| New | +$459K | 0.06% | 78 |
|
|
2024
Q2 | – | Sell |
-5,550
| Closed | -$718K | – | 154 |
|
|
2024
Q1 | $718K | Sell |
5,550
-650
| -10% | -$84.1K | 0.06% | 68 |
|
|
2023
Q4 | $637K | Buy |
6,200
+1,900
| +44% | +$195K | 0.04% | 70 |
|
|
2023
Q3 | $318K | Buy |
+4,300
| New | +$318K | 0.03% | 79 |
|
|
2023
Q2 | – | Sell |
-14,400
| Closed | -$864K | – | 146 |
|
|
2023
Q1 | $864K | Buy |
+14,400
| New | +$864K | 0.06% | 60 |
|
|
2021
Q3 | – | Sell |
-17,655
| Closed | -$1.02M | – | 160 |
|
|
2021
Q2 | $1.02M | Hold |
17,655
| – | – | 0.03% | 67 |
|
|
2021
Q1 | $1M | Buy |
+17,655
| New | +$1M | 0.03% | 60 |
|