JFS Wealth Advisors’s Trinity Industries TRN Stock Holding History

JFS Wealth Advisors’s Portfolio TRN Stock Details TRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.28K	Buy	66 +12	+22%	+$406	﹤0.01%	1565
2026 Q1	$1.74K	Buy	54 +3	+6%	+$92	﹤0.01%	1547
2025 Q4	$1.35K	Buy	51 +11	+28%	+$299	﹤0.01%	1654
2025 Q3	$1.12K	Buy	40 +6	+18%	+$165	﹤0.01%	1599
2025 Q2	$919	Sell	34 -13	-28%	-$336	﹤0.01%	1592
2025 Q1	$1.32K	Sell	47 -13	-22%	-$436	﹤0.01%	1596
2024 Q4	$2.11K	Hold	60	–	–	﹤0.01%	1458
2024 Q3	$2.09K	Buy	60 +15	+33%	+$482	﹤0.01%	1468
2024 Q2	$1.35K	Hold	45	–	–	﹤0.01%	1579
2024 Q1	$1.25K	Hold	45	–	–	﹤0.01%	1597
2023 Q4	$1.2K	Sell	45 -6	-12%	-$144	﹤0.01%	1604
2023 Q3	$1.24K	Sell	51 -3	-6%	-$76	﹤0.01%	1528
2023 Q2	$1.39K	Sell	54 -18	-25%	-$412	﹤0.01%	1503
2023 Q1	$1.75K	Buy	72 +17	+31%	+$452	﹤0.01%	1414
2022 Q4	$1.63K	Buy	55 +28	+104%	+$780	﹤0.01%	1452
2022 Q3	$1K	Buy	27 +12	+80%	+$294	﹤0.01%	1665
2022 Q2	$0	Sell	15 -48	-76%	-$1.3K	﹤0.01%	1939
2022 Q1	$2K	Buy	63 +37	+142%	+$1.14K	﹤0.01%	1507
2021 Q4	$1K	Buy	+26	New	+$743	﹤0.01%	1584

Other funds holding TRN

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return