Carson Wealth (CWM LLC)’s Triumph Group TGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82K | Sell |
3,181
-23
| -0.7% | -$593 | ﹤0.01% | 2890 |
|
|
2025
Q1 | $81K | Buy |
3,204
+291
| +10% | +$7.36K | ﹤0.01% | 2598 |
|
|
2024
Q4 | $54K | Sell |
2,913
-534
| -15% | -$9.9K | ﹤0.01% | 2745 |
|
|
2024
Q3 | $44K | Sell |
3,447
-1,699
| -33% | -$21.7K | ﹤0.01% | 2790 |
|
|
2024
Q2 | $79K | Buy |
5,146
+4,249
| +474% | +$65.2K | ﹤0.01% | 2146 |
|
|
2024
Q1 | $13K | Buy |
897
+218
| +32% | +$3.16K | ﹤0.01% | 3199 |
|
|
2023
Q4 | $11K | Buy |
679
+217
| +47% | +$3.52K | ﹤0.01% | 3147 |
|
|
2023
Q3 | $4K | Buy |
462
+305
| +194% | +$2.64K | ﹤0.01% | 3601 |
|
|
2023
Q2 | $2K | Hold |
157
| – | – | ﹤0.01% | 3846 |
|
|
2023
Q1 | $2K | Sell |
157
-67
| -30% | -$854 | ﹤0.01% | 3695 |
|
|
2022
Q4 | $2K | Buy |
224
+195
| +672% | +$1.74K | ﹤0.01% | 3625 |
|
|
2022
Q3 | $0 | Sell |
29
-136
| -82% | – | ﹤0.01% | 4158 |
|
|
2022
Q2 | $2K | Sell |
165
-4
| -2% | -$48 | ﹤0.01% | 3406 |
|
|
2022
Q1 | $4K | Hold |
169
| – | – | ﹤0.01% | 2957 |
|
|
2021
Q4 | $3K | Buy |
+169
| New | +$3K | ﹤0.01% | 3027 |
|