Charles Schwab’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 | $13.5M | Buy |
244,865
+38,000
| +18% | +$2.09M | ﹤0.01% | 1865 |
|
|
2025
Q1 | $12M | Buy |
206,865
+7,794
| +4% | +$450K | ﹤0.01% | 1867 |
|
|
2024
Q4 | $18.1M | Buy |
199,071
+3,539
| +2% | +$322K | ﹤0.01% | 1752 |
|
|
2024
Q3 | $15.6M | Buy |
195,532
+7,021
| +4% | +$558K | ﹤0.01% | 1830 |
|
|
2024
Q2 | $15.4M | Buy |
188,511
+5,909
| +3% | +$483K | ﹤0.01% | 1822 |
|
|
2024
Q1 | $14.5M | Buy |
182,602
+5,446
| +3% | +$432K | ﹤0.01% | 1793 |
|
|
2023
Q4 | $14.2M | Buy |
177,156
+2,347
| +1% | +$188K | ﹤0.01% | 1804 |
|
|
2023
Q3 | $11.3M | Buy |
174,809
+6,539
| +4% | +$424K | ﹤0.01% | 1843 |
|
|
2023
Q2 | $10.2M | Sell |
168,270
-4,833
| -3% | -$293K | ﹤0.01% | 1898 |
|
|
2023
Q1 | $10.1M | Buy |
173,103
+2,128
| +1% | +$124K | ﹤0.01% | 1874 |
|
|
2022
Q4 | $8.36M | Buy |
170,975
+1,768
| +1% | +$86.4K | ﹤0.01% | 1966 |
|
|
2022
Q3 | $9.2M | Buy |
169,207
+984
| +0.6% | +$53.5K | ﹤0.01% | 1885 |
|
|
2022
Q2 | $10.5M | Sell |
168,223
-3,815
| -2% | -$239K | ﹤0.01% | 1813 |
|
|
2022
Q1 | $16.2M | Buy |
172,038
+4,480
| +3% | +$421K | ﹤0.01% | 1691 |
|
|
2021
Q4 | $20M | Buy |
167,558
+3,616
| +2% | +$431K | 0.01% | 1580 |
|
|
2021
Q3 | $16.4M | Buy |
163,942
+5,664
| +4% | +$567K | 0.01% | 1729 |
|
|
2021
Q2 | $11.8M | Buy |
158,278
+4,072
| +3% | +$302K | ﹤0.01% | 1914 |
|
|
2021
Q1 | $11.9M | Buy |
154,206
+4,677
| +3% | +$362K | ﹤0.01% | 1848 |
|
|
2020
Q4 | $7.26M | Sell |
149,529
-1
| -0% | -$49 | ﹤0.01% | 2039 |
|
|
2020
Q3 | $4.66M | Buy |
149,530
+1,295
| +0.9% | +$40.3K | ﹤0.01% | 2094 |
|
|
2020
Q2 | $3.6M | Buy |
148,235
+2,697
| +2% | +$65.5K | ﹤0.01% | 2182 |
|
|
2020
Q1 | $3.78M | Buy |
145,538
+1,302
| +0.9% | +$33.9K | ﹤0.01% | 1967 |
|
|
2019
Q4 | $5.48M | Sell |
144,236
-3,208
| -2% | -$122K | ﹤0.01% | 1968 |
|
|
2019
Q3 | $4.7M | Buy |
147,444
+2,449
| +2% | +$78.1K | ﹤0.01% | 1992 |
|
|
2019
Q2 | $4.21M | Buy |
144,995
+6,139
| +4% | +$178K | ﹤0.01% | 2057 |
|
|
2019
Q1 | $4.08M | Buy |
138,856
+8,951
| +7% | +$263K | ﹤0.01% | 2073 |
|
|
2018
Q4 | $3.86M | Sell |
129,905
-498
| -0.4% | -$14.8K | ﹤0.01% | 2032 |
|
|
2018
Q3 | $4.98M | Buy |
130,403
+10,516
| +9% | +$402K | ﹤0.01% | 2042 |
|
|
2018
Q2 | $4.89M | Buy |
119,887
+35,314
| +42% | +$1.44M | ﹤0.01% | 2012 |
|
|
2018
Q1 | $3.49M | Buy |
84,573
+8,375
| +11% | +$345K | ﹤0.01% | 2110 |
|
|
2017
Q4 | $2.4M | Buy |
76,198
+3,432
| +5% | +$108K | ﹤0.01% | 2246 |
|
|
2017
Q3 | $2.35M | Buy |
72,766
+43,466
| +148% | +$1.4M | ﹤0.01% | 2233 |
|
|
2017
Q2 | $720K | Sell |
29,300
-26,908
| -48% | -$661K | ﹤0.01% | 2573 |
|
|
2017
Q1 | $1.45M | Buy |
56,208
+1,570
| +3% | +$40.5K | ﹤0.01% | 2301 |
|
|
2016
Q4 | $1.43M | Sell |
54,638
-1,919
| -3% | -$50.2K | ﹤0.01% | 2308 |
|
|
2016
Q3 | $1.12M | Hold |
56,557
| – | – | ﹤0.01% | 2378 |
|
|
2016
Q2 | $905K | Hold |
56,557
| – | – | ﹤0.01% | 2384 |
|
|
2016
Q1 | $896K | Buy |
56,557
+27,053
| +92% | +$429K | ﹤0.01% | 2382 |
|
|
2015
Q4 | $487K | Buy |
29,504
+15,604
| +112% | +$258K | ﹤0.01% | 2653 |
|
|
2015
Q3 | $234K | Hold |
13,900
| – | – | ﹤0.01% | 2914 |
|
|
2015
Q2 | $183K | Hold |
13,900
| – | – | ﹤0.01% | 2991 |
|
|
2015
Q1 | $190K | Buy |
+13,900
| New | +$190K | ﹤0.01% | 2961 |
|