IFP Advisors’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.87K | Buy |
280
+100
| +56% | +$3.17K | ﹤0.01% | 2995 |
|
|
2025
Q1 | $5.52K | Hold |
180
| – | – | ﹤0.01% | 2799 |
|
|
2024
Q4 | $5.7K | Hold |
180
| – | – | ﹤0.01% | 2741 |
|
|
2024
Q3 | $5.95K | Hold |
180
| – | – | ﹤0.01% | 2609 |
|
|
2024
Q2 | $5.58K | Hold |
180
| – | – | ﹤0.01% | 2525 |
|
|
2024
Q1 | $5.54K | Hold |
180
| – | – | ﹤0.01% | 2428 |
|
|
2023
Q4 | $5.19K | Hold |
180
| – | – | ﹤0.01% | 2412 |
|
|
2023
Q3 | $4.79K | Sell |
180
-58
| -24% | -$1.54K | ﹤0.01% | 2518 |
|
|
2023
Q2 | $6.53K | Buy |
+238
| New | +$6.53K | ﹤0.01% | 2446 |
|
|
2023
Q1 | – | Sell |
-742
| Closed | -$21K | – | 4373 |
|
|
2022
Q4 | $21K | Sell |
742
-324
| -30% | -$9.17K | ﹤0.01% | 2856 |
|
|
2022
Q3 | $29K | Sell |
1,066
-12
| -1% | -$326 | ﹤0.01% | 2805 |
|
|
2022
Q2 | $30K | Hold |
1,078
| – | – | ﹤0.01% | 2534 |
|
|
2022
Q1 | $30K | Buy |
+1,078
| New | +$30K | ﹤0.01% | 2534 |
|
|
2019
Q1 | $97K | Sell |
3,675
-398
| -10% | -$10.5K | 0.01% | 698 |
|
|
2018
Q4 | $95K | Buy |
4,073
+124
| +3% | +$2.89K | 0.01% | 1218 |
|
|
2018
Q3 | $110K | Hold |
3,949
| – | – | ﹤0.01% | 1412 |
|
|
2018
Q2 | $105K | Buy |
3,949
+3
| +0.1% | +$80 | ﹤0.01% | 1441 |
|
|
2018
Q1 | $106K | Hold |
3,946
| – | – | ﹤0.01% | 1352 |
|
|
2017
Q4 | $106K | Sell |
3,946
-1,609
| -29% | -$43.2K | ﹤0.01% | 1350 |
|
|
2017
Q3 | $142K | Buy |
5,555
+36
| +0.7% | +$920 | 0.01% | 1344 |
|
|
2017
Q2 | $134K | Buy |
5,519
+4,469
| +426% | +$109K | 0.01% | 1362 |
|
|
2017
Q1 | $24K | Buy |
1,050
+232
| +28% | +$5.3K | ﹤0.01% | 2363 |
|
|
2016
Q4 | $18K | Hold |
818
| – | – | ﹤0.01% | 2525 |
|
|
2016
Q3 | $17K | Hold |
818
| – | – | ﹤0.01% | 2500 |
|
|
2016
Q2 | $17K | Sell |
818
-2,857
| -78% | -$59.4K | ﹤0.01% | 2451 |
|
|
2016
Q1 | $97K | Buy |
3,675
+3,293
| +862% | +$86.9K | 0.01% | 698 |
|
|
2015
Q4 | $8K | Buy |
+382
| New | +$8K | ﹤0.01% | 2696 |
|