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Flaharty Asset Management’s TRI-Continental Corp TY Stock Holding History

Flaharty Asset Management’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-333
Closed -$10.2K – 461
2025
Q1 		$10.2K Buy
+333
New +$10.6K ﹤0.01% 326
2024
Q4 		– Sell
-308
Closed -$10.2K – 408
2024
Q3 		$10.2K Buy
+308
New +$9.76K ﹤0.01% 317
2023
Q4 		– Sell
-293
Closed -$7.8K – 424
2023
Q3 		$7.8K Buy
+293
New +$8.07K ﹤0.01% 332

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Flaharty Asset Management's TY Position: Q2 2025 in Review

Flaharty Asset Management sold out of TRI-Continental Corp (TY) in Q2 2025, closing a stake of 333 shares — an estimated $10.2K sold.

Flaharty Asset Management first reported a position in TY in Q3 2023 and held it in 3 quarters. The position peaked at $10.2K in Q1 2025. 149 funds tracked by Wall St. Rank hold TY as of Q2 2025.

  • Flaharty Asset Management reported no remaining TRI-Continental Corp position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 333 TRI-Continental Corp shares in Q2 2025, an estimated $10.2K.
  • Flaharty Asset Management first reported a position in TRI-Continental Corp in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's TRI-Continental Corp position peaked at $10.2K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.