AWM
TY icon

Apollon Wealth Management’s TRI-Continental Corp TY Stock Holding History

Apollon Wealth Management’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,502
Closed -$291K – 1325
2025
Q1 		$291K Sell
9,502
-753
-7% -$24K 0.01% 964
2024
Q4 		$325K Buy
10,255
+1,259
+14% +$41.8K 0.01% 908
2024
Q3 		$297K Buy
8,996
+80
+0.9% +$2.54K 0.01% 911
2024
Q2 		$276K Buy
8,916
+166
+2% +$5.04K 0.01% 896
2024
Q1 		$270K Buy
8,750
+74
+0.9% +$2.18K 0.01% 907
2023
Q4 		$250K Buy
+8,676
New +$236K 0.01% 905

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BBPWM
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Kovitz Investment Group Partners
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SFS
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