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
Q2
$416K Buy
2025
Q1
$330K Buy
2024
Q4
$40.3K Sell
2024
Q3
$217K Buy
2024
Q2
$253K Buy
2017
Q3
Sell
2017
Q2
$79K Sell
2017
Q1
$70K Sell
2016
Q4
$93K Buy
2016
Q3
$92K Sell
2016
Q2
$125K Sell
2016
Q1
$158K Buy
2015
Q4
$195K Buy
2015
Q3
$184K Buy
2013
Q4
Sell
2013
Q3
$4K Hold
2013
Q2
$5K Buy