Beacon Pointe Advisors’s Triumph Financial, Inc. TFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,322
| Closed | -$587K | – | 1370 |
|
|
2023
Q4 | $587K | Hold |
7,322
| – | – | 0.01% | 836 |
|
|
2023
Q3 | $474K | Hold |
7,322
| – | – | 0.01% | 893 |
|
|
2023
Q2 | $445K | Sell |
7,322
-3,198
| -30% | -$194K | 0.01% | 745 |
|
|
2023
Q1 | $611K | Sell |
10,520
-4
| -0% | -$232 | 0.01% | 699 |
|
|
2022
Q4 | $514K | Buy |
+10,524
| New | +$514K | 0.01% | 674 |
|
|
2021
Q2 | – | Sell |
-3,250
| Closed | -$252K | – | 834 |
|
|
2021
Q1 | $252K | Buy |
+3,250
| New | +$252K | 0.02% | 430 |
|