UBS Group’s The Oncology Institute TOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
420,373
+410,296
| +4,072% | +$841K | ﹤0.01% | 4465 |
|
|
2025
Q1 | $11.5K | Sell |
10,077
-51,884
| -84% | -$59.1K | ﹤0.01% | 7239 |
|
|
2024
Q4 | $19.1K | Buy |
+61,961
| New | +$19.1K | ﹤0.01% | 6670 |
|
|
2024
Q2 | – | Sell |
-10,326
| Closed | -$16.3K | – | 8772 |
|
|
2024
Q1 | $16.3K | Buy |
+10,326
| New | +$16.3K | ﹤0.01% | 5839 |
|
|
2023
Q3 | – | Sell |
-2,414
| Closed | -$1.33K | – | 8685 |
|
|
2023
Q2 | $1.33K | Sell |
2,414
-9,124
| -79% | -$5.02K | ﹤0.01% | 6861 |
|
|
2023
Q1 | $7.82K | Buy |
11,538
+5,377
| +87% | +$3.65K | ﹤0.01% | 6679 |
|
|
2022
Q4 | $10.2K | Buy |
6,161
+4,577
| +289% | +$7.55K | ﹤0.01% | 7370 |
|
|
2022
Q3 | $7K | Buy |
1,584
+1,071
| +209% | +$4.73K | ﹤0.01% | 7802 |
|
|
2022
Q2 | $3K | Buy |
+513
| New | +$3K | ﹤0.01% | 8322 |
|
|
2022
Q1 | – | Sell |
-1,859
| Closed | -$18K | – | 9617 |
|
|
2021
Q4 | $18K | Sell |
1,859
-28,584
| -94% | -$277K | ﹤0.01% | 6874 |
|
|
2021
Q3 | $303K | Buy |
30,443
+29,554
| +3,324% | +$294K | ﹤0.01% | 4015 |
|
|
2021
Q2 | $9K | Buy |
+889
| New | +$9K | ﹤0.01% | 7057 |
|
|
2021
Q1 | – | Sell |
-502
| Closed | -$5K | – | 8228 |
|
|
2020
Q4 | $5K | Sell |
502
-1,044
| -68% | -$10.4K | ﹤0.01% | 6816 |
|
|
2020
Q3 | $16K | Buy |
+1,546
| New | +$16K | ﹤0.01% | 5611 |
|