United Capital Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
6,218
-1,464
| -19% | -$252K | 0.01% | 572 |
|
|
2025
Q1 | $1.36M | Sell |
7,682
-76
| -1% | -$13.4K | 0.01% | 498 |
|
|
2024
Q4 | $1.51M | Buy |
7,758
+523
| +7% | +$102K | 0.01% | 473 |
|
|
2024
Q3 | $1.29M | Buy |
7,235
+174
| +2% | +$31.1K | 0.01% | 486 |
|
|
2024
Q2 | $1.45M | Sell |
7,061
-445
| -6% | -$91.2K | 0.01% | 455 |
|
|
2024
Q1 | $1.89M | Sell |
7,506
-277
| -4% | -$69.7K | 0.02% | 440 |
|
|
2023
Q4 | $1.43M | Buy |
+7,783
| New | +$1.43M | 0.01% | 485 |
|
|
2023
Q1 | – | Sell |
-49,892
| Closed | -$6.81M | – | 1066 |
|
|
2022
Q4 | $6.81M | Sell |
49,892
-358
| -0.7% | -$48.9K | 0.04% | 295 |
|
|
2022
Q3 | $6.55M | Sell |
50,250
-6,039
| -11% | -$787K | 0.04% | 292 |
|
|
2022
Q2 | $8.68M | Buy |
56,289
+205
| +0.4% | +$31.6K | 0.05% | 272 |
|
|
2022
Q1 | $10.1M | Buy |
56,084
+3,485
| +7% | +$628K | 0.05% | 277 |
|
|
2021
Q4 | $9.75M | Sell |
52,599
-824
| -2% | -$153K | 0.04% | 281 |
|
|
2021
Q3 | $9.5M | Buy |
53,423
+1,444
| +3% | +$257K | 0.05% | 283 |
|
|
2021
Q2 | $9.09M | Buy |
51,979
+2,923
| +6% | +$511K | 0.05% | 287 |
|
|
2021
Q1 | $7.66M | Buy |
49,056
+10,836
| +28% | +$1.69M | 0.04% | 293 |
|
|
2020
Q4 | $5.91M | Buy |
38,220
+1,066
| +3% | +$165K | 0.04% | 327 |
|
|
2020
Q3 | $4.92M | Sell |
37,154
-3,762
| -9% | -$498K | 0.03% | 346 |
|
|
2020
Q2 | $5.14M | Sell |
40,916
-277
| -0.7% | -$34.8K | 0.04% | 351 |
|
|
2020
Q1 | $4.94M | Sell |
41,193
-13,269
| -24% | -$1.59M | 0.04% | 341 |
|
|
2019
Q4 | $7.65M | Buy |
54,462
+14,501
| +36% | +$2.04M | 0.05% | 342 |
|
|
2019
Q3 | $5.37M | Sell |
39,961
-8,932
| -18% | -$1.2M | 0.04% | 389 |
|
|
2019
Q2 | $6.06M | Buy |
48,893
+3,400
| +7% | +$422K | 0.04% | 385 |
|
|
2019
Q1 | $5.37M | Buy |
45,493
+3,668
| +9% | +$433K | 0.04% | 400 |
|
|
2018
Q4 | $4.86M | Buy |
41,825
+2,570
| +7% | +$298K | 0.04% | 382 |
|
|
2018
Q3 | $4.88M | Buy |
39,255
+1,301
| +3% | +$162K | 0.03% | 437 |
|
|
2018
Q2 | $4.89M | Buy |
37,954
+3,917
| +12% | +$505K | 0.04% | 419 |
|
|
2018
Q1 | $4.44M | Buy |
34,037
+5,232
| +18% | +$682K | 0.03% | 429 |
|
|
2017
Q4 | $3.66M | Buy |
28,805
+5,597
| +24% | +$712K | 0.03% | 465 |
|
|
2017
Q3 | $2.77M | Buy |
23,208
+6,335
| +38% | +$755K | 0.02% | 505 |
|
|
2017
Q2 | $1.77M | Buy |
16,873
+2,943
| +21% | +$309K | 0.02% | 609 |
|
|
2017
Q1 | $1.51M | Buy |
13,930
+1,794
| +15% | +$195K | 0.01% | 632 |
|
|
2016
Q4 | $1.42M | Buy |
12,136
+960
| +9% | +$112K | 0.01% | 643 |
|
|
2016
Q3 | $1.3M | Buy |
11,176
+4,181
| +60% | +$485K | 0.01% | 709 |
|
|
2016
Q2 | $700K | Buy |
6,995
+868
| +14% | +$86.9K | 0.01% | 835 |
|
|
2016
Q1 | $651K | Sell |
6,127
-23,281
| -79% | -$2.47M | 0.01% | 807 |
|
|
2015
Q4 | $3.62M | Buy |
29,408
+21,644
| +279% | +$2.66M | 0.04% | 411 |
|
|
2015
Q3 | $911K | Buy |
7,764
+2,070
| +36% | +$243K | 0.01% | 714 |
|
|
2015
Q2 | $762K | Buy |
5,694
+634
| +13% | +$84.8K | 0.01% | 783 |
|
|
2015
Q1 | $703K | Buy |
5,060
+647
| +15% | +$89.9K | 0.01% | 806 |
|
|
2014
Q4 | $554K | Buy |
4,413
+832
| +23% | +$104K | 0.01% | 793 |
|
|
2014
Q3 | $421K | Buy |
+3,581
| New | +$421K | 0.01% | 837 |
|
|
2014
Q2 | – | Sell |
-21,574
| Closed | -$2.44M | – | 923 |
|
|
2014
Q1 | $2.44M | Buy |
+21,574
| New | +$2.44M | 0.05% | 326 |
|
|
2013
Q4 | – | Sell |
-15,157
| Closed | -$1.94M | – | 757 |
|
|
2013
Q3 | $1.94M | Buy |
15,157
+6,267
| +70% | +$803K | 0.06% | 254 |
|
|
2013
Q2 | $1.07M | Buy |
+8,890
| New | +$1.07M | 0.03% | 395 |
|