Apollon Wealth Management’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
Sell
-9,502
Closed -$291K 1324
2025
Q1
$291K Sell
9,502
-753
-7% -$23.1K 0.01% 964
2024
Q4
$325K Buy
10,255
+1,259
+14% +$39.9K 0.01% 908
2024
Q3
$297K Buy
8,996
+80
+0.9% +$2.64K 0.01% 911
2024
Q2
$276K Buy
8,916
+166
+2% +$5.14K 0.01% 896
2024
Q1
$270K Buy
8,750
+74
+0.9% +$2.28K 0.01% 907
2023
Q4
$250K Buy
+8,676
New +$250K 0.01% 905