Curi RMB Capital’s Triumph Financial, Inc. TFIN Stock Holding History

Curi RMB Capital’s Portfolio TFIN Stock Details TFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.37M	Sell	61,067 -16,326	-21%	-$900K	0.06%	258
2025 Q1	$4.47M	Buy	77,393 +5,371	+7%	+$310K	0.11%	200
2024 Q4	$6.55M	Buy	72,022 +41,226	+134%	+$3.75M	0.15%	172
2024 Q3	$2.45M	Buy	30,796 +1,027	+3%	+$81.7K	0.06%	249
2024 Q2	$2.43M	Sell	29,769 -12,500	-30%	-$1.02M	0.06%	248
2024 Q1	$3.35M	Buy	42,269 +7,548	+22%	+$599K	0.08%	219
2023 Q4	$2.78M	Hold	34,721	–	–	0.09%	206
2023 Q3	$2.25M	Sell	34,721 -24,316	-41%	-$1.58M	0.08%	207
2023 Q2	$3.58M	Hold	59,037	–	–	0.12%	168
2023 Q1	$3.43M	Buy	+59,037	New	+$3.43M	0.12%	162
2022 Q4	–	Sell	-59,037	Closed	-$3.21M	–	495
2022 Q3	$3.21M	Buy	59,037 +9,037	+18%	+$491K	0.12%	175
2022 Q2	$3.13M	Buy	+50,000	New	+$3.13M	0.11%	176
2019 Q4	–	Sell	-25,910	Closed	-$826K	–	714
2019 Q3	$826K	Sell	25,910 -313,887	-92%	-$10M	0.02%	395
2019 Q2	$9.87M	Sell	339,797 -231,319	-41%	-$6.72M	0.25%	91
2019 Q1	$16.8M	Hold	571,116	–	–	0.42%	42
2018 Q4	$17M	Buy	571,116 +6,258	+1%	+$186K	0.43%	41
2018 Q3	$21.6M	Sell	564,858 -154,716	-22%	-$5.91M	0.52%	32
2018 Q2	$29.3M	Buy	719,574 +191,578	+36%	+$7.81M	0.7%	8
2018 Q1	$21.8M	Sell	527,996 -35,260	-6%	-$1.45M	0.56%	27
2017 Q4	$17.7M	Sell	563,256 -20,600	-4%	-$649K	0.46%	40
2017 Q3	$18.8M	Buy	583,856 +18	+0%	+$580	0.49%	31
2017 Q2	$14.3M	Buy	583,838 +77,401	+15%	+$1.9M	0.41%	50
2017 Q1	$13.1M	Buy	506,437 +100,233	+25%	+$2.59M	0.54%	46
2016 Q4	$10.6M	Sell	406,204 -124,368	-23%	-$3.25M	0.57%	54
2016 Q3	$10.5M	Buy	+530,572	New	+$10.5M	0.57%	48
2016 Q2	–	Sell	-297,590	Closed	-$4.71M	–	485
2016 Q1	$4.71M	Hold	297,590	–	–	0.31%	88
2015 Q4	$4.91M	Hold	297,590	–	–	0.23%	86
2015 Q3	$5M	Buy	297,590 +22,346	+8%	+$375K	0.33%	85
2015 Q2	$3.62M	Hold	275,244	–	–	0.24%	100
2015 Q1	$3.76M	Buy	275,244 +52,051	+23%	+$711K	0.23%	104
2014 Q4	$3.02M	Buy	+223,193	New	+$3.02M	0.18%	120