Center for Financial Planning’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760 | Hold |
24
| – | – | ﹤0.01% | 605 |
|
|
2025
Q1 | $737 | Hold |
24
| – | – | ﹤0.01% | 655 |
|
|
2024
Q4 | $761 | Buy |
24
+1
| +4% | +$32 | ﹤0.01% | 621 |
|
|
2024
Q3 | $760 | Hold |
23
| – | – | ﹤0.01% | 530 |
|
|
2024
Q2 | $713 | Hold |
23
| – | – | ﹤0.01% | 540 |
|
|
2024
Q1 | $709 | Hold |
23
| – | – | ﹤0.01% | 568 |
|
|
2023
Q4 | $664 | Hold |
23
| – | – | ﹤0.01% | 493 |
|
|
2023
Q3 | $612 | Hold |
23
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $631 | Hold |
23
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $611 | Hold |
23
| – | – | ﹤0.01% | 496 |
|
|
2022
Q4 | $589 | Hold |
23
| – | – | ﹤0.01% | 502 |
|
|
2022
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 525 |
|
|
2021
Q4 | $1K | Buy |
23
+2
| +10% | +$87 | ﹤0.01% | 527 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 481 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 486 |
|
|
2021
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 516 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 458 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 433 |
|
|
2020
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 438 |
|
|
2020
Q1 | $0 | Hold |
21
| – | – | ﹤0.01% | 601 |
|
|
2019
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 450 |
|