Stock Holdings

Stock Holdings#

This section guides you through viewing and managing your stock holdings in the TOL Login System.

Overview#

The Stock Holdings section provides comprehensive access to your investment portfolio, including:

  • Real-time view of all stock certificates and holdings

  • Detailed certificate information and history

  • Official holdings statements for tax and legal purposes

Accessing Stock Holdings#

To access your stock holdings information, navigate to the Stock Holdings section from the main navigation menu.

Step 1: Locate Stock Holdings in Navigation#

Find and click the Stock Holdings option in the left navigation menu.

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Fig. 8 Stock Holdings location in the navigation menu#

Action Complete

You have successfully navigated to the Stock Holdings section.

Stock Holdings Dashboard#

The main Stock Holdings page displays a comprehensive overview of your investment portfolio.

Step 2: Review Holdings Overview#

Upon entering the Stock Holdings section, you’ll see your complete holdings dashboard.

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Fig. 9 Stock Holdings main dashboard#

Note

The dashboard displays all your holdings across different companies and security types. Each holding shows key information including certificate numbers, share quantities, and current status.

Step 3: Review Column Information#

The holdings table includes essential information organized in columns for easy reference.

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Fig. 10 Column headers showing available information categories#

Table Columns#

The holdings table includes the following key information:

  • Certificate [Number or Book Entry ID] - Unique identifier for each holding

  • Company [Name] - Issuing company

  • Security [Type] - Type of security (common stock, preferred, warrants, etc.)

  • Date Issued - Date when the certificate was originally issued

  • Date Canceled - Date when the certificate was canceled or transferred

  • Restriction - Any trading restrictions or legends on the shares

  • Affiliate/Control - Indicates if holder is an affiliate or control person

  • Stop - Transfer stop indicators preventing share movement

  • Shares - Number of shares

Filtering and Sorting Options#

The Stock Holdings section provides powerful filtering tools to help you navigate large portfolios.

Step 4: Select Company Filter#

Use the company dropdown to filter holdings by specific companies in your portfolio.

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Fig. 11 Company selection dropdown menu#

Step 5: Sort Holdings Display#

Use the Sort List By: dropdown to organize your holdings by various criteria.

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Fig. 12 Sort options dropdown menu#

Step 6: Filter by Security Type#

Further refine your view by filtering holdings based on security types.

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Fig. 13 Security type filter dropdown#

Note

Common security types include:

  • Common Stock

  • Preferred Stock

  • Restricted Stock

  • Options and Warrants

Available Actions#

Note

The current system displays stock holdings information in the main table view.

From the Stock Holdings section, you can:

  • View all your stock holdings across different companies

  • Filter holdings by company or security type

  • Sort holdings by various criteria

  • Review certificate numbers, share quantities, and registration details

Next Steps#

Explore the following section to learn more about viewing your stock holdings.