CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-985
| Closed | -$62K | – | 3855 |
|
|
2022
Q2 | $62K | Buy |
985
+66
| +7% | +$4.15K | ﹤0.01% | 2579 |
|
|
2022
Q1 | $86K | Buy |
919
+301
| +49% | +$28.2K | ﹤0.01% | 2384 |
|
|
2021
Q4 | $74K | Buy |
618
+48
| +8% | +$5.75K | ﹤0.01% | 2378 |
|
|
2021
Q3 | $57K | Hold |
570
| – | – | ﹤0.01% | 2493 |
|
|
2021
Q2 | $42K | Hold |
570
| – | – | ﹤0.01% | 2627 |
|
|
2021
Q1 | $44K | Buy |
570
+530
| +1,325% | +$40.9K | ﹤0.01% | 2513 |
|
|
2020
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 3158 |
|
|
2020
Q2 | – | Sell |
-7,500
| Closed | -$178K | – | 2895 |
|
|
2020
Q1 | $178K | Buy |
+7,500
| New | +$178K | ﹤0.01% | 910 |
|