Creative Planning’s Triumph Group TGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-16,151
| Closed | -$416K | – | 4014 |
|
|
2025
Q2 | $416K | Buy |
16,151
+3,116
| +24% | +$79.4K | ﹤0.01% | 2629 |
|
|
2025
Q1 | $330K | Buy |
13,035
+10,874
| +503% | +$252K | ﹤0.01% | 2663 |
|
|
2024
Q4 | $40.3K | Sell |
2,161
-14,687
| -87% | -$244K | ﹤0.01% | 3270 |
|
|
2024
Q3 | $217K | Buy |
16,848
+412
| +3% | +$5.97K | ﹤0.01% | 2770 |
|
|
2024
Q2 | $253K | Buy |
+16,436
| New | +$234K | ﹤0.01% | 2497 |
|
|
2017
Q3 | – | Sell |
-2,512
| Closed | -$79K | – | 3535 |
|
|
2017
Q2 | $79K | Sell |
2,512
-203
| -7% | -$5.65K | ﹤0.01% | 2159 |
|
|
2017
Q1 | $70K | Sell |
2,715
-796
| -23% | -$20.8K | ﹤0.01% | 2214 |
|
|
2016
Q4 | $93K | Buy |
3,511
+203
| +6% | +$5.4K | ﹤0.01% | 1922 |
|
|
2016
Q3 | $92K | Sell |
3,308
-203
| -6% | -$6.55K | ﹤0.01% | 1905 |
|
|
2016
Q2 | $125K | Sell |
3,511
-1,500
| -30% | -$54.3K | ﹤0.01% | 1532 |
|
|
2016
Q1 | $158K | Buy |
5,011
+101
| +2% | +$3.07K | ﹤0.01% | 1342 |
|
|
2015
Q4 | $195K | Buy |
4,910
+545
| +12% | +$22K | ﹤0.01% | 1215 |
|
|
2015
Q3 | $184K | Buy |
+4,365
| New | +$234K | ﹤0.01% | 1235 |
|
|
2013
Q4 | – | Sell |
-60
| Closed | -$4K | – | 3467 |
|
|
2013
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 2818 |
|
|
2013
Q2 | $5K | Buy |
+60
| New | +$4.65K | ﹤0.01% | 2558 |
|
