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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24K | Sell |
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|
2025
Q2 | $26K | Sell |
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|
2025
Q1 | $34K | Buy |
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|
2024
Q4 | $36K | Sell |
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|
2024
Q3 | $33K | Buy |
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|
2024
Q2 | $32K | Sell |
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|
2024
Q1 | $41K | Sell |
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|
2023
Q4 | $48K | Buy |
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|
2023
Q3 | $32K | Sell |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $168K | Sell |
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|
2022
Q3 | $199K | Buy |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $223K | Hold |
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|
2020
Q3 | $223K | Hold |
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|
2020
Q2 | $223K | Hold |
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|
2020
Q1 | $223K | Hold |
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|
2019
Q4 | $223K | Hold |
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|
2019
Q3 | $223K | Hold |
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|
2019
Q2 | $223K | Hold |
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|
2019
Q1 | $223K | Buy |
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