JFS Wealth 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 | $441 | Sell |
8
-1
| -11% | -$55 | ﹤0.01% | 1716 |
|
|
2025
Q1 | $521 | Sell |
9
-1
| -10% | -$58 | ﹤0.01% | 1762 |
|
|
2024
Q4 | $909 | Hold |
10
| – | – | ﹤0.01% | 1687 |
|
|
2024
Q3 | $796 | Hold |
10
| – | – | ﹤0.01% | 1738 |
|
|
2024
Q2 | $818 | Hold |
10
| – | – | ﹤0.01% | 1714 |
|
|
2024
Q1 | $794 | Hold |
10
| – | – | ﹤0.01% | 1713 |
|
|
2023
Q4 | $802 | Buy |
10
+1
| +11% | +$80 | ﹤0.01% | 1700 |
|
|
2023
Q3 | $584 | Buy |
9
+1
| +13% | +$65 | ﹤0.01% | 1716 |
|
|
2023
Q2 | $486 | Buy |
8
+2
| +33% | +$122 | ﹤0.01% | 1765 |
|
|
2023
Q1 | $349 | Sell |
6
-3
| -33% | -$175 | ﹤0.01% | 1765 |
|
|
2022
Q4 | $440 | Buy |
9
+6
| +200% | +$293 | ﹤0.01% | 1749 |
|
|
2022
Q3 | $0 | Sell |
3
-8
| -73% | – | ﹤0.01% | 1924 |
|
|
2022
Q2 | $1K | Buy |
11
+3
| +38% | +$273 | ﹤0.01% | 1647 |
|
|
2022
Q1 | $1K | Buy |
8
+6
| +300% | +$750 | ﹤0.01% | 1738 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1878 |
|