United Capital Financial Advisors’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 | $301K | Buy |
2,641
+265
| +11% | +$30.2K | ﹤0.01% | 914 |
|
|
2025
Q1 | $251K | Sell |
2,376
-116
| -5% | -$12.2K | ﹤0.01% | 936 |
|
|
2024
Q4 | $314K | Buy |
2,492
+147
| +6% | +$18.5K | ﹤0.01% | 857 |
|
|
2024
Q3 | $362K | Sell |
2,345
-269
| -10% | -$41.6K | ﹤0.01% | 818 |
|
|
2024
Q2 | $301K | Sell |
2,614
-62
| -2% | -$7.14K | ﹤0.01% | 844 |
|
|
2024
Q1 | $346K | Sell |
2,676
-219
| -8% | -$28.3K | ﹤0.01% | 834 |
|
|
2023
Q4 | $298K | Buy |
+2,895
| New | +$298K | ﹤0.01% | 866 |
|
|
2019
Q3 | – | Sell |
-20,007
| Closed | -$733K | – | 1452 |
|
|
2019
Q2 | $733K | Buy |
20,007
+774
| +4% | +$28.4K | ﹤0.01% | 905 |
|
|
2019
Q1 | $696K | Buy |
19,233
+383
| +2% | +$13.9K | ﹤0.01% | 879 |
|
|
2018
Q4 | $621K | Sell |
18,850
-2,224
| -11% | -$73.3K | ﹤0.01% | 846 |
|
|
2018
Q3 | $696K | Sell |
21,074
-812
| -4% | -$26.8K | ﹤0.01% | 877 |
|
|
2018
Q2 | $810K | Sell |
21,886
-2,114
| -9% | -$78.2K | 0.01% | 815 |
|
|
2018
Q1 | $1.04M | Sell |
24,000
-2,127
| -8% | -$92K | 0.01% | 770 |
|
|
2017
Q4 | $1.26M | Sell |
26,127
-404
| -2% | -$19.4K | 0.01% | 726 |
|
|
2017
Q3 | $1.1M | Buy |
26,531
+43
| +0.2% | +$1.78K | 0.01% | 753 |
|
|
2017
Q2 | $1.05M | Sell |
26,488
-7,846
| -23% | -$310K | 0.01% | 751 |
|
|
2017
Q1 | $1.24M | Sell |
34,334
-6,521
| -16% | -$236K | 0.01% | 690 |
|
|
2016
Q4 | $1.27M | Buy |
40,855
+15,738
| +63% | +$488K | 0.01% | 681 |
|
|
2016
Q3 | $750K | Buy |
25,117
+8,765
| +54% | +$262K | 0.01% | 850 |
|
|
2016
Q2 | $442K | Buy |
+16,352
| New | +$442K | ﹤0.01% | 947 |
|
|
2014
Q2 | – | Sell |
-5,785
| Closed | -$208K | – | 926 |
|
|
2014
Q1 | $208K | Buy |
+5,785
| New | +$208K | ﹤0.01% | 863 |
|
|
2013
Q4 | – | Sell |
-14,705
| Closed | -$477K | – | 759 |
|
|
2013
Q3 | $477K | Sell |
14,705
-2,606
| -15% | -$84.5K | 0.02% | 452 |
|
|
2013
Q2 | $565K | Buy |
+17,311
| New | +$565K | 0.02% | 487 |
|