Charles Schwab’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
Q2 | $13.5M | Buy |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $18.1M | Buy |
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|
2024
Q3 | $15.6M | Buy |
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|
2024
Q2 | $15.4M | Buy |
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|
2024
Q1 | $14.5M | Buy |
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|
2023
Q4 | $14.2M | Buy |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $10.2M | Sell |
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|
2023
Q1 | $10.1M | Buy |
|
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|
2022
Q4 | $8.36M | Buy |
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|
2022
Q3 | $9.2M | Buy |
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|
2022
Q2 | $10.5M | Sell |
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|
2022
Q1 | $16.2M | Buy |
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|
2021
Q4 | $20M | Buy |
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|
2021
Q3 | $16.4M | Buy |
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|
2021
Q2 | $11.8M | Buy |
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|
2021
Q1 | $11.9M | Buy |
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|
2020
Q4 | $7.26M | Sell |
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|
2020
Q3 | $4.66M | Buy |
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|
2020
Q2 | $3.6M | Buy |
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|
2020
Q1 | $3.78M | Buy |
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|
2019
Q4 | $5.48M | Sell |
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|
2019
Q3 | $4.7M | Buy |
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|
2019
Q2 | $4.21M | Buy |
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|
2019
Q1 | $4.08M | Buy |
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|
2018
Q4 | $3.86M | Sell |
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|
2018
Q3 | $4.98M | Buy |
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|
2018
Q2 | $4.89M | Buy |
|
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|
2018
Q1 | $3.48M | Buy |
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|
2017
Q4 | $2.4M | Buy |
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|
2017
Q3 | $2.35M | Buy |
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|
2017
Q2 | $720K | Sell |
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|
2017
Q1 | $1.45M | Buy |
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|
2016
Q4 | $1.43M | Sell |
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|
2016
Q3 | $1.12M | Hold |
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|
2016
Q2 | $905K | Hold |
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|
2016
Q1 | $896K | Buy |
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|
2015
Q4 | $487K | Buy |
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|
2015
Q3 | $234K | Hold |
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|
2015
Q2 | $183K | Hold |
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|
2015
Q1 | $190K | Buy |
|