GPS Wealth Strategies Group’s TRI-Continental Corp TY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.7K Buy
812
+26
+3% +$823 ﹤0.01% 793
2025
Q1
$24.1K Buy
786
+7
+0.9% +$215 ﹤0.01% 785
2024
Q4
$24.7K Buy
779
+51
+7% +$1.62K ﹤0.01% 742
2024
Q3
$24K Buy
728
+7
+1% +$231 ﹤0.01% 756
2024
Q2
$22.3K Buy
721
+13
+2% +$403 ﹤0.01% 737
2024
Q1
$21.8K Buy
708
+6
+0.9% +$185 ﹤0.01% 703
2023
Q4
$20.2K Buy
702
+9
+1% +$259 ﹤0.01% 694
2023
Q3
$18.4K Buy
693
+7
+1% +$186 ﹤0.01% 705
2023
Q2
$18.8K Sell
686
-254
-27% -$6.97K ﹤0.01% 704
2023
Q1
$25K Buy
+940
New +$25K 0.01% 643
2022
Q4
Sell
-649
Closed -$17K 1010
2022
Q3
$17K Buy
649
+7
+1% +$183 ﹤0.01% 659
2022
Q2
$17K Buy
642
+11
+2% +$291 ﹤0.01% 659
2022
Q1
$19K Hold
631
﹤0.01% 603
2021
Q4
$21K Buy
631
+59
+10% +$1.96K ﹤0.01% 576
2021
Q3
$19K Hold
572
﹤0.01% 577
2021
Q2
$20K Buy
572
+4
+0.7% +$140 0.01% 587
2021
Q1
$18K Buy
+568
New +$18K 0.01% 576