Commonwealth Equity Services’s Triumph Financial, Inc. TFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,113
| Closed | -$283K | – | 4282 |
|
|
2024
Q4 | $283K | Sell |
3,113
-1,945
| -38% | -$177K | ﹤0.01% | 3464 |
|
|
2024
Q3 | $402K | Sell |
5,058
-2,721
| -35% | -$216K | ﹤0.01% | 3091 |
|
|
2024
Q2 | $636K | Hold |
7,779
| – | – | ﹤0.01% | 2633 |
|
|
2024
Q1 | $617K | Buy |
7,779
+4,116
| +112% | +$326K | ﹤0.01% | 2645 |
|
|
2023
Q4 | $294K | Buy |
3,663
+574
| +19% | +$46.1K | ﹤0.01% | 3201 |
|
|
2023
Q3 | $200K | Buy |
+3,089
| New | +$200K | ﹤0.01% | 3385 |
|
|
2022
Q2 | – | Sell |
-2,218
| Closed | -$208K | – | 3794 |
|
|
2022
Q1 | $208K | Sell |
2,218
-237
| -10% | -$22.2K | ﹤0.01% | 3305 |
|
|
2021
Q4 | $292K | Buy |
2,455
+179
| +8% | +$21.3K | ﹤0.01% | 2999 |
|
|
2021
Q3 | $227K | Buy |
+2,276
| New | +$227K | ﹤0.01% | 3166 |
|