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CarsonAllaria Wealth Management’s Triumph Financial Inc TFIN Stock Holding History

CarsonAllaria Wealth Management’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30
Closed -$2.39K – 390
2024
Q3 		$2.39K Hold
30
– – ﹤0.01% 335
2024
Q2 		$2.45K Hold
30
– – ﹤0.01% 317
2024
Q1 		$2.38K Hold
30
– – ﹤0.01% 326
2023
Q4 		$2.4K Hold
30
– – ﹤0.01% 295
2023
Q3 		$1.94K Buy
+30
New +$1.98K ﹤0.01% 304

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AC
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Barrow, Hanley, Mewhinney & Strauss
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American Century Companies
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LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

CarsonAllaria Wealth Management's TFIN Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of Triumph Financial Inc (TFIN) in Q4 2024, closing a stake of 30 shares — an estimated $2.39K sold.

CarsonAllaria Wealth Management first reported a position in TFIN in Q3 2023 and held it in 5 quarters. The position peaked at $2.45K in Q2 2024. 213 funds tracked by Wall St. Rank hold TFIN as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining Triumph Financial Inc position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 30 Triumph Financial Inc shares in Q4 2024, an estimated $2.39K.
  • CarsonAllaria Wealth Management first reported a position in Triumph Financial Inc in Q3 2023 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's Triumph Financial Inc position peaked at $2.45K in Q2 2024.
  • 213 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.