Capstone Financial Advisors’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.57M | Hold |
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|
2025
Q2 | $2.39M | Hold |
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|
2025
Q1 | $2.32M | Hold |
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|
2024
Q4 | $2.39M | Hold |
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|
2024
Q3 | $2.49M | Hold |
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|
2024
Q2 | $2.34M | Hold |
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|
2024
Q1 | $2.33M | Hold |
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|
2023
Q4 | $2.18M | Hold |
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|
2023
Q3 | $2.01M | Hold |
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|
2023
Q2 | $2.07M | Hold |
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|
2023
Q1 | $2M | Hold |
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|
2022
Q4 | $1.94M | Hold |
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|
2022
Q3 | $1.93M | Hold |
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|
2022
Q2 | $1.98M | Hold |
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|
2022
Q1 | $2.33M | Hold |
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|
2021
Q4 | $2.51M | Hold |
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|
2021
Q3 | $2.52M | Hold |
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|
2021
Q2 | $2.57M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $326K | Hold |
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|
2019
Q3 | $315K | Buy |
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