49 Wealth Management’s Triumph Financial, Inc. TFIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-15,000
| Closed | -$1.36M | – | 206 |
|
2024
Q4 | $1.36M | Hold |
15,000
| – | – | 0.19% | 43 |
|
2024
Q3 | $1.19M | Hold |
15,000
| – | – | 0.19% | 50 |
|
2024
Q2 | $1.2M | Sell |
15,000
-26,000
| -63% | -$2.08M | 0.24% | 56 |
|
2024
Q1 | $3.17M | Hold |
41,000
| – | – | 0.68% | 24 |
|
2023
Q4 | $3.29M | Buy |
+41,000
| New | +$3.29M | 0.85% | 24 |
|