Jacobs Levy Equity 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.89M | Buy |
+70,651
| New | +$3.89M | 0.02% | 497 |
|
2023
Q1 | – | Sell |
-18,352
| Closed | -$897K | – | 1058 |
|
2022
Q4 | $897K | Sell |
18,352
-25,754
| -58% | -$1.26M | 0.01% | 697 |
|
2022
Q3 | $2.4M | Hold |
44,106
| – | – | 0.02% | 527 |
|
2022
Q2 | $2.76M | Sell |
44,106
-788
| -2% | -$49.3K | 0.02% | 530 |
|
2022
Q1 | $4.22M | Sell |
44,894
-31,408
| -41% | -$2.95M | 0.03% | 463 |
|
2021
Q4 | $9.09M | Buy |
76,302
+28,219
| +59% | +$3.36M | 0.06% | 325 |
|
2021
Q3 | $4.82M | Buy |
48,083
+18,025
| +60% | +$1.81M | 0.03% | 442 |
|
2021
Q2 | $2.23M | Buy |
+30,058
| New | +$2.23M | 0.02% | 570 |
|
2020
Q4 | – | Sell |
-21,201
| Closed | -$660K | – | 1096 |
|
2020
Q3 | $660K | Sell |
21,201
-14,833
| -41% | -$462K | 0.01% | 738 |
|
2020
Q2 | $875K | Buy |
+36,034
| New | +$875K | 0.01% | 698 |
|
2018
Q3 | – | Sell |
-14,586
| Closed | -$594K | – | 1070 |
|
2018
Q2 | $594K | Sell |
14,586
-16,290
| -53% | -$663K | 0.01% | 764 |
|
2018
Q1 | $1.27M | Buy |
30,876
+3,180
| +11% | +$131K | 0.02% | 580 |
|
2017
Q4 | $872K | Buy |
27,696
+2,670
| +11% | +$84.1K | 0.02% | 643 |
|
2017
Q3 | $807K | Buy |
25,026
+130
| +0.5% | +$4.19K | 0.02% | 629 |
|
2017
Q2 | $611K | Buy |
24,896
+6,500
| +35% | +$160K | 0.01% | 660 |
|
2017
Q1 | $475K | Buy |
18,396
+7,270
| +65% | +$188K | 0.01% | 668 |
|
2016
Q4 | $291K | Hold |
11,126
| – | – | 0.01% | 771 |
|
2016
Q3 | $221K | Sell |
11,126
-1,400
| -11% | -$27.8K | ﹤0.01% | 883 |
|
2016
Q2 | $200K | Hold |
12,526
| – | – | ﹤0.01% | 1010 |
|
2016
Q1 | $198K | Hold |
12,526
| – | – | ﹤0.01% | 973 |
|
2015
Q4 | $207K | Hold |
12,526
| – | – | ﹤0.01% | 694 |
|
2015
Q3 | $210K | Buy |
+12,526
| New | +$210K | ﹤0.01% | 710 |
|