Toth Financial Advisory Corp Closed Holding Positions

Toth Financial Advisory Corp

  • $795 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HARP
Harpoon Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
120
$7.88 - $14.0 $946 - $1.68K
ICHR
Ichor Holdings, Ltd.

Technology
Q3 2021 Filed on Oct 20, 2021
11,100
$39.23 - $53.15 $435K - $590K
HRTX
Heron Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
85
$10.13 - $15.0 $861 - $1.28K
Echo Global Logistics Inc
Q3 2021 Filed on Oct 20, 2021
100
N/A
SMPL
Simply Good Foods CO

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
22,500
$34.17 - $37.79 $769K - $850K
PLL
Piedmont Lithium Inc.

Basic Materials
Q3 2021 Filed on Oct 20, 2021
250
$49.32 - $77.8 $12.3K - $19.5K
KBH
Kb Home

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
2,285
$38.78 - $43.8 $88.6K - $100K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q3 2021 Filed on Oct 20, 2021
100
$115.56 - $129.76 $11.6K - $13K
SGDM
Sprott ETF Tr Gold Miners ETF
Q3 2021 Filed on Oct 20, 2021
515
N/A
MOGO
Mogo Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
100
$4.32 - $7.55 $432 - $755
TGTX
Tg Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
40
$21.78 - $40.45 $871 - $1.62K
ZG
Zillow Group, Inc.

Communication Services
Q3 2021 Filed on Oct 20, 2021
10
$86.88 - $121.5 $869 - $1.22K
RUN
Sunrun Inc.

Technology
Q2 2021 Filed on Jul 26, 2021
8
$39.45 - $59.13 $316 - $473
Assertio Holdings Inc
Q2 2021 Filed on Jul 26, 2021
1,000
N/A
MUX
Mc Ewen Mining Inc.

Basic Materials
Q2 2021 Filed on Jul 26, 2021
100
$10.8 - $16.5 $1.08K - $1.65K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q2 2021 Filed on Jul 26, 2021
40
$54.03 - $67.0 $2.16K - $2.68K
ULH
Universal Logistics Holdings, Inc.

Industrials
Q2 2021 Filed on Jul 26, 2021
6,600
$21.5 - $26.88 $142K - $177K
INTZ
Intrusion Inc

Technology
Q2 2021 Filed on Jul 26, 2021
200
$8.89 - $28.25 $1.78K - $5.65K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q2 2021 Filed on Jul 26, 2021
100
$16.64 - $19.3 $1.66K - $1.93K
EWC
Ishares Msci Canada ETF

ETFs
Q2 2021 Filed on Jul 26, 2021
80
$34.48 - $38.22 $2.76K - $3.06K
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
10,328
$49.85 - $62.13 $515K - $642K
TPB
Turning Point Brands, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 26, 2021
20,615
$42.14 - $52.38 $869K - $1.08M
USAS
Americas Gold & Silver Corp

Basic Materials
Q2 2021 Filed on Jul 26, 2021
250
$1.44 - $2.4 $360 - $600
PHM
Pultegroup Inc

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
4,725
$52.51 - $62.35 $248K - $295K
COTY
Coty Inc.

Consumer Defensive
Q2 2021 Filed on Jul 26, 2021
100
$8.41 - $10.34 $841 - $1.03K
PRI
Primerica, Inc.

Financial Services
Q2 2021 Filed on Jul 26, 2021
5,100
$144.58 - $165.23 $737K - $843K
PETS
Petmed Express Inc

Healthcare
Q2 2021 Filed on Jul 26, 2021
30
$27.73 - $46.06 $832 - $1.38K
IBP
Installed Building Products, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
7,500
$111.12 - $139.59 $833K - $1.05M
MBUU
Malibu Boats, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
9,900
$70.34 - $87.59 $696K - $867K
PII
Polaris Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
5,600
$123.8 - $146.45 $693K - $820K
BC
Brunswick Corp

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
8,910
$92.69 - $115.91 $826K - $1.03M
CHWY
Chewy, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
40
$65.68 - $87.38 $2.63K - $3.5K
JEF
Jefferies Financial Group Inc.

Financial Services
Q2 2021 Filed on Jul 26, 2021
23,150
$29.36 - $34.22 $680K - $792K
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q2 2021 Filed on Jul 26, 2021
1,059
$41.47 - $43.59 $43.9K - $46.2K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q2 2021 Filed on Jul 26, 2021
1,300
$24.04 - $26.75 $31.3K - $34.8K
TUP
Tupperware Brands Corp

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
200
$20.28 - $28.75 $4.06K - $5.75K
JELD
Jeld Wen Holding, Inc.

Industrials
Q2 2021 Filed on Jul 26, 2021
1,715
$25.46 - $31.15 $43.7K - $53.4K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2021 Filed on Jul 26, 2021
20
$103.96 - $118.18 $2.08K - $2.36K
Northern Genesis Acquisition
Q2 2021 Filed on Jul 26, 2021
500
N/A
Proshares Tr
Q2 2021 Filed on Jul 26, 2021
100
N/A
PATK
Patrick Industries Inc

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
10,000
$71.58 - $97.52 $716K - $975K
Piedmont Lithium LTD
Q2 2021 Filed on Jul 26, 2021
250
N/A
Inphi Corp
Q2 2021 Filed on Jul 26, 2021
200
N/A
Royal Dutch Shell PLC
Q2 2021 Filed on Jul 26, 2021
366
N/A
SAH
Sonic Automotive Inc

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
10,000
$43.86 - $53.11 $439K - $531K
SLQT
Select Quote, Inc.

Financial Services
Q2 2021 Filed on Jul 26, 2021
24,000
$19.26 - $32.28 $462K - $775K
SY
So Young International Inc.

Healthcare
Q2 2021 Filed on Jul 26, 2021
100
$7.53 - $10.78 $753 - $1.08K
BLD
Top Build Corp

Industrials
Q2 2021 Filed on Jul 26, 2021
4,070
$179.93 - $232.06 $732K - $944K
DJCO
Daily Journal Corp

Technology
Q2 2021 Filed on Jul 26, 2021
5
$299.4 - $363.47 $1.5K - $1.82K
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