Independent Family Office’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 | $221K | Hold |
6,987
| – | – | 0.1% | 72 |
|
|
2025
Q1 | $214K | Hold |
6,987
| – | – | 0.11% | 68 |
|
|
2024
Q4 | $221K | Hold |
6,987
| – | – | 0.12% | 68 |
|
|
2024
Q3 | $231K | Hold |
6,987
| – | – | 0.12% | 69 |
|
|
2024
Q2 | $216K | Hold |
6,987
| – | – | 0.12% | 68 |
|
|
2024
Q1 | $215K | Hold |
6,987
| – | – | 0.12% | 72 |
|
|
2023
Q4 | $201K | Buy |
+6,987
| New | +$201K | 0.11% | 71 |
|
|
2022
Q2 | – | Sell |
-6,987
| Closed | -$215K | – | 73 |
|
|
2022
Q1 | $215K | Hold |
6,987
| – | – | 0.07% | 66 |
|
|
2021
Q4 | $232K | Hold |
6,987
| – | – | 0.09% | 52 |
|
|
2021
Q3 | $233K | Hold |
6,987
| – | – | 0.1% | 45 |
|
|
2021
Q2 | $238K | Hold |
6,987
| – | – | 0.09% | 52 |
|
|
2021
Q1 | $227K | Hold |
6,987
| – | – | 0.09% | 59 |
|
|
2020
Q4 | $206K | Buy |
+6,987
| New | +$206K | 0.09% | 62 |
|