HighTower Advisors’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 | $311K | Sell |
5,652
-23
| -0.4% | -$1.27K | ﹤0.01% | 2889 |
|
|
2025
Q1 | $328K | Sell |
5,675
-864
| -13% | -$49.9K | ﹤0.01% | 2773 |
|
|
2024
Q4 | $594K | Buy |
6,539
+362
| +6% | +$32.9K | ﹤0.01% | 2322 |
|
|
2024
Q3 | $491K | Buy |
6,177
+902
| +17% | +$71.7K | ﹤0.01% | 2405 |
|
|
2024
Q2 | $430K | Buy |
+5,275
| New | +$430K | ﹤0.01% | 2419 |
|
|
2024
Q1 | – | Sell |
-4,225
| Closed | -$338K | – | 3520 |
|
|
2023
Q4 | $338K | Buy |
4,225
+167
| +4% | +$13.4K | ﹤0.01% | 2595 |
|
|
2023
Q3 | $264K | Hold |
4,058
| – | – | ﹤0.01% | 2684 |
|
|
2023
Q2 | $246K | Buy |
4,058
+31
| +0.8% | +$1.88K | ﹤0.01% | 2690 |
|
|
2023
Q1 | $233K | Buy |
+4,027
| New | +$233K | ﹤0.01% | 2628 |
|
|
2022
Q2 | – | Sell |
-4,871
| Closed | -$458K | – | 3170 |
|
|
2022
Q1 | $458K | Hold |
4,871
| – | – | ﹤0.01% | 2218 |
|
|
2021
Q4 | $580K | Buy |
4,871
+782
| +19% | +$93.1K | ﹤0.01% | 2044 |
|
|
2021
Q3 | $410K | Buy |
4,089
+108
| +3% | +$10.8K | ﹤0.01% | 2196 |
|
|
2021
Q2 | $296K | Hold |
3,981
| – | – | ﹤0.01% | 2373 |
|
|
2021
Q1 | $308K | Buy |
+3,981
| New | +$308K | ﹤0.01% | 2276 |
|