Carson Wealth (CWM LLC)’s Triumph Financial Inc TFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.7K | Buy |
448
+25
| +6% | +$1.56K | ﹤0.01% | 4250 |
|
|
2025
Q4 | $26K | Sell |
423
-52
| -11% | -$2.91K | ﹤0.01% | 4022 |
|
|
2025
Q3 | $24K | Sell |
475
-5
| -1% | -$295 | ﹤0.01% | 4017 |
|
|
2025
Q2 | $26K | Sell |
480
-109
| -19% | -$6.07K | ﹤0.01% | 3758 |
|
|
2025
Q1 | $34K | Buy |
589
+191
| +48% | +$13.9K | ﹤0.01% | 3297 |
|
|
2024
Q4 | $36K | Sell |
398
-14
| -3% | -$1.3K | ﹤0.01% | 3037 |
|
|
2024
Q3 | $33K | Buy |
412
+15
| +4% | +$1.25K | ﹤0.01% | 3035 |
|
|
2024
Q2 | $32K | Sell |
397
-122
| -24% | -$9.09K | ﹤0.01% | 2793 |
|
|
2024
Q1 | $41K | Sell |
519
-75
| -13% | -$5.66K | ﹤0.01% | 2435 |
|
|
2023
Q4 | $48K | Buy |
594
+101
| +20% | +$6.84K | ﹤0.01% | 2211 |
|
|
2023
Q3 | $32K | Sell |
493
-3,400
| -87% | -$224K | ﹤0.01% | 2372 |
|
|
2023
Q2 | $236K | Buy |
3,893
+302
| +8% | +$16.6K | ﹤0.01% | 1195 |
|
|
2023
Q1 | $208K | Buy |
3,591
+153
| +4% | +$8.77K | ﹤0.01% | 1186 |
|
|
2022
Q4 | $168K | Sell |
3,438
-217
| -6% | -$11.7K | ﹤0.01% | 1164 |
|
|
2022
Q3 | $199K | Buy |
3,655
+177
| +5% | +$11.6K | ﹤0.01% | 1056 |
|
|
2022
Q2 | $218K | Sell |
3,478
-9
| -0.3% | -$638 | ﹤0.01% | 1015 |
|
|
2022
Q1 | $328K | Buy |
3,487
+443
| +15% | +$43.6K | ﹤0.01% | 857 |
|
|
2021
Q4 | $362K | Buy |
+3,044
| New | +$365K | ﹤0.01% | 819 |
|
|
2021
Q2 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 869 |
|
|
2021
Q1 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 869 |
|
|
2020
Q4 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 869 |
|
|
2020
Q3 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 869 |
|
|
2020
Q2 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 869 |
|
|
2020
Q1 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 869 |
|
|
2019
Q4 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 869 |
|
|
2019
Q3 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 869 |
|
|
2019
Q2 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 869 |
|
|
2019
Q1 | $223K | Buy |
+3,000
| New | +$93.6K | ﹤0.01% | 869 |
|
Other funds holding TFIN
AC
VCM
VPM
FCM