Cambridge Investment Research 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
4,648
| – | – | ﹤0.01% | 3115 |
|
|
2025
Q1 | $269K | Sell |
4,648
-130
| -3% | -$7.52K | ﹤0.01% | 2962 |
|
|
2024
Q4 | $434K | Buy |
4,778
+233
| +5% | +$21.2K | ﹤0.01% | 2542 |
|
|
2024
Q3 | $362K | Hold |
4,545
| – | – | ﹤0.01% | 2681 |
|
|
2024
Q2 | $372K | Buy |
4,545
+39
| +0.9% | +$3.19K | ﹤0.01% | 2536 |
|
|
2024
Q1 | $357K | Buy |
+4,506
| New | +$357K | ﹤0.01% | 2567 |
|
|
2021
Q1 | – | Sell |
-6,523
| Closed | -$317K | – | 2985 |
|
|
2020
Q4 | $317K | Sell |
6,523
-1,010
| -13% | -$49.1K | ﹤0.01% | 2088 |
|
|
2020
Q3 | $235K | Buy |
+7,533
| New | +$235K | ﹤0.01% | 2121 |
|
|
2020
Q1 | – | Sell |
-6,523
| Closed | -$248K | – | 2467 |
|
|
2019
Q4 | $248K | Hold |
6,523
| – | – | ﹤0.01% | 2048 |
|
|
2019
Q3 | $208K | Buy |
+6,523
| New | +$208K | ﹤0.01% | 2089 |
|
|
2018
Q4 | – | Sell |
-6,523
| Closed | -$249K | – | 2278 |
|
|
2018
Q3 | $249K | Hold |
6,523
| – | – | ﹤0.01% | 1914 |
|
|
2018
Q2 | $266K | Hold |
6,523
| – | – | ﹤0.01% | 1820 |
|
|
2018
Q1 | $269K | Hold |
6,523
| – | – | ﹤0.01% | 1751 |
|
|
2017
Q4 | $205K | Hold |
6,523
| – | – | ﹤0.01% | 1908 |
|
|
2017
Q3 | $210K | Buy |
+6,523
| New | +$210K | ﹤0.01% | 1795 |
|