Capital Impact 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,053
| Closed | -$263K | – | 118 |
|
|
2023
Q3 | $263K | Hold |
4,053
| – | – | 0.44% | 90 |
|
|
2023
Q2 | $246K | Hold |
4,053
| – | – | 0.27% | 150 |
|
|
2023
Q1 | $235K | Hold |
4,053
| – | – | 0.29% | 144 |
|
|
2022
Q4 | $198K | Hold |
4,053
| – | – | 0.19% | 185 |
|
|
2022
Q3 | $237K | Hold |
4,053
| – | – | 0.24% | 165 |
|
|
2022
Q2 | $254K | Sell |
4,053
-867
| -18% | -$54.3K | 0.23% | 176 |
|
|
2022
Q1 | $463K | Buy |
+4,920
| New | +$463K | 0.34% | 141 |
|