Ancora Advisors’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $187K | Hold |
5,900
| – | – | ﹤0.01% | 727 |
|
2025
Q1 | $181K | Hold |
5,900
| – | – | ﹤0.01% | 718 |
|
2024
Q4 | $187K | Hold |
5,900
| – | – | ﹤0.01% | 715 |
|
2024
Q3 | $195K | Hold |
5,900
| – | – | ﹤0.01% | 688 |
|
2024
Q2 | $183K | Hold |
5,900
| – | – | ﹤0.01% | 669 |
|
2024
Q1 | $182K | Hold |
5,900
| – | – | ﹤0.01% | 680 |
|
2023
Q4 | $170K | Hold |
5,900
| – | – | ﹤0.01% | 679 |
|
2023
Q3 | $157K | Hold |
5,900
| – | – | ﹤0.01% | 686 |
|
2023
Q2 | $162K | Hold |
5,900
| – | – | ﹤0.01% | 675 |
|
2023
Q1 | $157K | Sell |
5,900
-1,000
| -14% | -$26.6K | ﹤0.01% | 683 |
|
2022
Q4 | $177K | Hold |
6,900
| – | – | 0.01% | 676 |
|
2022
Q3 | $176K | Sell |
6,900
-3,524
| -34% | -$89.9K | 0.01% | 736 |
|
2022
Q2 | $273K | Buy |
10,424
+24
| +0.2% | +$629 | 0.01% | 653 |
|
2022
Q1 | $321K | Sell |
10,400
-1,993
| -16% | -$61.5K | 0.01% | 657 |
|
2021
Q4 | $411K | Buy |
12,393
+806
| +7% | +$26.7K | 0.01% | 592 |
|
2021
Q3 | $387K | Buy |
11,587
+1,687
| +17% | +$56.3K | 0.01% | 600 |
|
2021
Q2 | $337K | Sell |
9,900
-1,000
| -9% | -$34K | 0.01% | 631 |
|
2021
Q1 | $353K | Hold |
10,900
| – | – | 0.01% | 590 |
|
2020
Q4 | $321K | Sell |
10,900
-151
| -1% | -$4.45K | 0.01% | 534 |
|
2020
Q3 | $287K | Hold |
11,051
| – | – | 0.01% | 526 |
|
2020
Q2 | $273K | Sell |
11,051
-29,186
| -73% | -$721K | 0.01% | 531 |
|
2020
Q1 | $841K | Hold |
40,237
| – | – | 0.04% | 340 |
|
2019
Q4 | $1.13M | Sell |
40,237
-4,996
| -11% | -$141K | 0.04% | 341 |
|
2019
Q3 | $1.23M | Hold |
45,233
| – | – | 0.05% | 288 |
|
2019
Q2 | $1.22M | Sell |
45,233
-2,500
| -5% | -$67.4K | 0.05% | 259 |
|
2019
Q1 | $1.26M | Hold |
47,733
| – | – | 0.06% | 274 |
|
2018
Q4 | $1.12M | Sell |
47,733
-1,414
| -3% | -$33.2K | 0.05% | 271 |
|
2018
Q3 | $1.37M | Sell |
49,147
-10,000
| -17% | -$279K | 0.05% | 299 |
|
2018
Q2 | $1.57M | Sell |
59,147
-2,500
| -4% | -$66.3K | 0.07% | 265 |
|
2018
Q1 | $1.62M | Sell |
61,647
-500
| -0.8% | -$13.2K | 0.07% | 257 |
|
2017
Q4 | $1.67M | Sell |
62,147
-3,000
| -5% | -$80.8K | 0.09% | 227 |
|
2017
Q3 | $1.67M | Hold |
65,147
| – | – | 0.1% | 236 |
|
2017
Q2 | $1.59M | Buy |
65,147
+3,000
| +5% | +$73.1K | 0.1% | 234 |
|
2017
Q1 | $1.44M | Hold |
62,147
| – | – | 0.1% | 248 |
|
2016
Q4 | $1.37M | Hold |
62,147
| – | – | 0.1% | 238 |
|
2016
Q3 | $1.33M | Hold |
62,147
| – | – | 0.13% | 185 |
|
2016
Q2 | $1.28M | Buy |
62,147
+147
| +0.2% | +$3.02K | 0.15% | 181 |
|
2016
Q1 | $1.24M | Hold |
62,000
| – | – | 0.15% | 173 |
|
2015
Q4 | $1.24M | Buy |
62,000
+2,000
| +3% | +$40K | 0.16% | 164 |
|
2015
Q3 | $1.17M | Hold |
60,000
| – | – | 0.15% | 171 |
|
2015
Q2 | $1.27M | Buy |
+60,000
| New | +$1.27M | 0.15% | 181 |
|
2015
Q1 | – | Sell |
-90,000
| Closed | -$1.93M | – | 76 |
|
2014
Q4 | $1.93M | Sell |
90,000
-5,000
| -5% | -$107K | 0.24% | 111 |
|
2014
Q3 | $1.98M | Hold |
95,000
| – | – | 0.25% | 105 |
|
2014
Q2 | $1.99M | Hold |
95,000
| – | – | 0.26% | 106 |
|
2014
Q1 | $1.91M | Hold |
95,000
| – | – | 0.27% | 104 |
|
2013
Q4 | $1.9M | Hold |
95,000
| – | – | 0.29% | 105 |
|
2013
Q3 | $1.74M | Hold |
95,000
| – | – | 0.3% | 90 |
|
2013
Q2 | $1.7M | Buy |
+95,000
| New | +$1.7M | 0.29% | 85 |
|