Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-98
| Closed | -$6K | – | 2536 |
|
|
2022
Q2 | $6K | Hold |
98
| – | – | ﹤0.01% | 2142 |
|
|
2022
Q1 | $9K | Hold |
98
| – | – | ﹤0.01% | 2135 |
|
|
2021
Q4 | $11K | Sell |
98
-2
| -2% | -$224 | ﹤0.01% | 2155 |
|
|
2021
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 2239 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 2350 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 2501 |
|
|
2020
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 2384 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2449 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2389 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2299 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2320 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2252 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2339 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2269 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2236 |
|
|
2018
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2206 |
|
|
2018
Q1 | – | Sell |
-180
| Closed | -$5K | – | 2237 |
|
|
2017
Q4 | $5K | Buy |
180
+80
| +80% | +$2.22K | ﹤0.01% | 1835 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1914 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1957 |
|
|
2017
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1929 |
|