Clearstead Advisors’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 | $79.2K | Hold |
2,500
| – | – | ﹤0.01% | 1134 |
|
|
2025
Q1 | $76.7K | Hold |
2,500
| – | – | ﹤0.01% | 1054 |
|
|
2024
Q4 | $79.2K | Hold |
2,500
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q3 | $82.6K | Hold |
2,500
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q2 | $77.4K | Hold |
2,500
| – | – | ﹤0.01% | 1056 |
|
|
2024
Q1 | $75.9K | Hold |
2,500
| – | – | ﹤0.01% | 661 |
|
|
2023
Q4 | $72.1K | Sell |
2,500
-2,500
| -50% | -$72.1K | ﹤0.01% | 658 |
|
|
2023
Q3 | $133K | Buy |
5,000
+2,500
| +100% | +$66.5K | ﹤0.01% | 666 |
|
|
2023
Q2 | $68.6K | Hold |
2,500
| – | – | ﹤0.01% | 662 |
|
|
2023
Q1 | $66.4K | Hold |
2,500
| – | – | ﹤0.01% | 597 |
|
|
2022
Q4 | $64.1K | Hold |
2,500
| – | – | 0.01% | 587 |
|
|
2022
Q3 | $64K | Hold |
2,500
| – | – | 0.01% | 564 |
|
|
2022
Q2 | $65K | Hold |
2,500
| – | – | 0.01% | 571 |
|
|
2022
Q1 | $77K | Hold |
2,500
| – | – | 0.01% | 594 |
|
|
2021
Q4 | $83K | Buy |
+2,500
| New | +$83K | 0.01% | 562 |
|