Envestnet Asset Management’s Triumph Financial, Inc. TFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Buy |
148,025
+7,635
| +5% | +$421K | ﹤0.01% | 1869 |
|
|
2025
Q1 | $8.11M | Sell |
140,390
-6,082
| -4% | -$352K | ﹤0.01% | 1799 |
|
|
2024
Q4 | $13.3M | Sell |
146,472
-2,355
| -2% | -$214K | ﹤0.01% | 1451 |
|
|
2024
Q3 | $11.8M | Sell |
148,827
-323
| -0.2% | -$25.7K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $12.2M | Buy |
149,150
+77,546
| +108% | +$6.34M | ﹤0.01% | 1425 |
|
|
2024
Q1 | $5.68M | Sell |
71,604
-1,238
| -2% | -$98.2K | ﹤0.01% | 1894 |
|
|
2023
Q4 | $5.84M | Buy |
72,842
+83
| +0.1% | +$6.66K | ﹤0.01% | 1783 |
|
|
2023
Q3 | $4.71M | Buy |
72,759
+33,135
| +84% | +$2.15M | ﹤0.01% | 1841 |
|
|
2023
Q2 | $2.41M | Buy |
39,624
+1,225
| +3% | +$74.4K | ﹤0.01% | 2162 |
|
|
2023
Q1 | $2.23M | Buy |
38,399
+1,796
| +5% | +$104K | ﹤0.01% | 2130 |
|
|
2022
Q4 | $1.79M | Buy |
+36,603
| New | +$1.79M | ﹤0.01% | 2237 |
|
|
2022
Q3 | – | Sell |
-5,597
| Closed | -$350K | – | 4035 |
|
|
2022
Q2 | $350K | Sell |
5,597
-61
| -1% | -$3.82K | ﹤0.01% | 3273 |
|
|
2022
Q1 | $532K | Sell |
5,658
-2,371
| -30% | -$223K | ﹤0.01% | 3090 |
|
|
2021
Q4 | $956K | Buy |
8,029
+1,274
| +19% | +$152K | ﹤0.01% | 2659 |
|
|
2021
Q3 | $676K | Buy |
6,755
+1,119
| +20% | +$112K | ﹤0.01% | 2787 |
|
|
2021
Q2 | $418K | Sell |
5,636
-179
| -3% | -$13.3K | ﹤0.01% | 3092 |
|
|
2021
Q1 | $450K | Sell |
5,815
-367
| -6% | -$28.4K | ﹤0.01% | 2905 |
|
|
2020
Q4 | $300K | Buy |
+6,182
| New | +$300K | ﹤0.01% | 2926 |
|
|
2020
Q3 | – | Sell |
-22,390
| Closed | -$543K | – | 3188 |
|
|
2020
Q2 | $543K | Buy |
22,390
+1,666
| +8% | +$40.4K | ﹤0.01% | 2375 |
|
|
2020
Q1 | $539K | Sell |
20,724
-10,839
| -34% | -$282K | ﹤0.01% | 2188 |
|
|
2019
Q4 | $1.2M | Buy |
+31,563
| New | +$1.2M | ﹤0.01% | 1908 |
|
|
2019
Q2 | – | Sell |
-27,394
| Closed | -$805K | – | 3075 |
|
|
2019
Q1 | $805K | Buy |
27,394
+1,457
| +6% | +$42.8K | ﹤0.01% | 2029 |
|
|
2018
Q4 | $770K | Buy |
25,937
+5,266
| +25% | +$156K | ﹤0.01% | 1905 |
|
|
2018
Q3 | $790K | Buy |
20,671
+2,789
| +16% | +$107K | ﹤0.01% | 809 |
|
|
2018
Q2 | $728K | Buy |
17,882
+17,784
| +18,147% | +$724K | ﹤0.01% | 1177 |
|
|
2018
Q1 | $4K | Sell |
98
-16,529
| -99% | -$675K | ﹤0.01% | 2637 |
|
|
2017
Q4 | $524K | Buy |
16,627
+543
| +3% | +$17.1K | ﹤0.01% | 1468 |
|
|
2017
Q3 | $519K | Buy |
16,084
+15,986
| +16,312% | +$516K | ﹤0.01% | 1445 |
|
|
2017
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 2957 |
|
|
2017
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 2976 |
|
|
2016
Q4 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 2956 |
|