Avantax Advisory Services’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
Q2
$912K Buy
16,550
+3,839
+30% +$212K 0.01% 1221
2025
Q1
$735K Sell
12,711
-45
-0.4% -$2.6K ﹤0.01% 1263
2024
Q4
$1.16M Sell
12,756
-1,232
-9% -$112K 0.01% 972
2024
Q3
$1.11M Buy
13,988
+45
+0.3% +$3.58K 0.01% 963
2024
Q2
$1.14M Buy
+13,943
New +$1.14M 0.01% 912