Carson Wealth (CWM LLC)’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 | $26K | Sell |
480
-109
| -19% | -$5.9K | ﹤0.01% | 3756 |
|
|
2025
Q1 | $34K | Buy |
589
+191
| +48% | +$11K | ﹤0.01% | 3294 |
|
|
2024
Q4 | $36K | Sell |
398
-14
| -3% | -$1.27K | ﹤0.01% | 3035 |
|
|
2024
Q3 | $33K | Buy |
412
+15
| +4% | +$1.2K | ﹤0.01% | 3033 |
|
|
2024
Q2 | $32K | Sell |
397
-122
| -24% | -$9.83K | ﹤0.01% | 2791 |
|
|
2024
Q1 | $41K | Sell |
519
-75
| -13% | -$5.93K | ﹤0.01% | 2433 |
|
|
2023
Q4 | $48K | Buy |
594
+101
| +20% | +$8.16K | ﹤0.01% | 2209 |
|
|
2023
Q3 | $32K | Sell |
493
-3,400
| -87% | -$221K | ﹤0.01% | 2371 |
|
|
2023
Q2 | $236K | Buy |
3,893
+302
| +8% | +$18.3K | ﹤0.01% | 1193 |
|
|
2023
Q1 | $208K | Buy |
3,591
+153
| +4% | +$8.86K | ﹤0.01% | 1184 |
|
|
2022
Q4 | $168K | Sell |
3,438
-217
| -6% | -$10.6K | ﹤0.01% | 1162 |
|
|
2022
Q3 | $199K | Buy |
3,655
+177
| +5% | +$9.64K | ﹤0.01% | 1054 |
|
|
2022
Q2 | $218K | Sell |
3,478
-9
| -0.3% | -$564 | ﹤0.01% | 1013 |
|
|
2022
Q1 | $328K | Buy |
3,487
+443
| +15% | +$41.7K | ﹤0.01% | 855 |
|
|
2021
Q4 | $362K | Buy |
+3,044
| New | +$362K | ﹤0.01% | 817 |
|
|
2021
Q2 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 867 |
|
|
2021
Q1 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 867 |
|
|
2020
Q4 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 867 |
|
|
2020
Q3 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 867 |
|
|
2020
Q2 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 867 |
|
|
2020
Q1 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 867 |
|
|
2019
Q4 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 867 |
|
|
2019
Q3 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 867 |
|
|
2019
Q2 | $223K | Hold |
3,000
| – | – | ﹤0.01% | 867 |
|
|
2019
Q1 | $223K | Buy |
+3,000
| New | +$223K | ﹤0.01% | 867 |
|