Altus Wealth Group’s TRI-Continental Corp TY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Hold
2025
Q2
$977K Sell
2025
Q1
$1M Sell
2024
Q4
$1.1M Sell
2024
Q3
$1.16M Sell
2024
Q2
$1.12M Buy
2024
Q1
$1.02M Buy
2023
Q4
$755K Buy
2023
Q3
$696K Buy
2023
Q2
$701K Buy
2023
Q1
$653K Buy
2022
Q4
$630K Buy
2022
Q3
$809K Hold
2022
Q2
$809K Buy
2022
Q1
$667K Sell
2021
Q4
$805K Sell
2021
Q3
$809K Buy
2021
Q2
$620K Buy
2021
Q1
$613K Sell
2020
Q4
$607K Buy