JFS Wealth Advisors’s Triumph Financial Inc TFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $51 | Sell |
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|
2025
Q2 | $441 | Sell |
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|
2025
Q1 | $521 | Sell |
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|
2024
Q4 | $909 | Hold |
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|
2024
Q3 | $796 | Hold |
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|
2024
Q2 | $818 | Hold |
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|
2024
Q1 | $794 | Hold |
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|
2023
Q4 | $802 | Buy |
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|
2023
Q3 | $584 | Buy |
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|
2023
Q2 | $486 | Buy |
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|
2023
Q1 | $349 | Sell |
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|
2022
Q4 | $440 | Buy |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $0 | Buy |
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