Cora Capital 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 | $357K | Buy |
11,275
+270
| +2% | +$8.55K | 0.16% | 69 |
|
|
2025
Q1 | $338K | Hold |
11,005
| – | – | 0.16% | 69 |
|
|
2024
Q4 | $349K | Buy |
11,005
+522
| +5% | +$16.5K | 0.17% | 70 |
|
|
2024
Q3 | $346K | Hold |
10,483
| – | – | 0.17% | 69 |
|
|
2024
Q2 | $325K | Buy |
10,483
+95
| +0.9% | +$2.94K | 0.17% | 68 |
|
|
2024
Q1 | $320K | Hold |
10,388
| – | – | 0.17% | 65 |
|
|
2023
Q4 | $299K | Buy |
10,388
+36
| +0.3% | +$1.04K | 0.18% | 72 |
|
|
2023
Q3 | $275K | Sell |
10,352
-3,000
| -22% | -$79.8K | 0.18% | 73 |
|
|
2023
Q2 | $366K | Buy |
13,352
+20
| +0.2% | +$548 | 0.24% | 62 |
|
|
2023
Q1 | $354K | Hold |
13,332
| – | – | 0.26% | 54 |
|
|
2022
Q4 | $342K | Buy |
+13,332
| New | +$342K | 0.24% | 50 |
|