UBS Group’s The Oncology Institute TOI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.76M Buy
574,652
+286,966
+100% +$880K ﹤0.01% 5089
2025
Q4
$1.02M Sell
287,686
-768,176
-73% -$2.85M ﹤0.01% 5554
2025
Q3
$3.68M Buy
1,055,862
+635,489
+151% +$2.18M ﹤0.01% 4352
2025
Q2
$862K Buy
420,373
+410,296
+4,072% +$1.03M ﹤0.01% 5573
2025
Q1
$11.5K Sell
10,077
-51,884
-84% -$40.2K ﹤0.01% 8549
2024
Q4
$19.1K Buy
+61,961
New +$16.1K ﹤0.01% 7902
2024
Q2
Sell
-10,326
Closed -$16.3K 10090
2024
Q1
$16.3K Buy
+10,326
New +$19.6K ﹤0.01% 7010
2023
Q3
Sell
-2,414
Closed -$1.33K 9967
2023
Q2
$1.33K Sell
2,414
-9,124
-79% -$4.83K ﹤0.01% 7944
2023
Q1
$7.82K Buy
11,538
+5,377
+87% +$6.86K ﹤0.01% 7775
2022
Q4
$10.2K Buy
6,161
+4,577
+289% +$12.8K ﹤0.01% 8563
2022
Q3
$7K Buy
1,584
+1,071
+209% +$6.3K ﹤0.01% 8906
2022
Q2
$3K Buy
+513
New +$3.74K ﹤0.01% 9367
2022
Q1
Sell
-1,859
Closed -$18K 10906
2021
Q4
$18K Sell
1,859
-28,584
-94% -$254K ﹤0.01% 7992
2021
Q3
$303K Buy
30,443
+29,554
+3,324% +$293K ﹤0.01% 5036
2021
Q2
$9K Buy
+889
New +$8.95K ﹤0.01% 8160
2021
Q1
Sell
-502
Closed -$5K 9469
2020
Q4
$5K Sell
502
-1,044
-68% -$10.7K ﹤0.01% 7847
2020
Q3
$16K Buy
+1,546
New +$16.1K ﹤0.01% 6484

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