Kovitz Investment Group Partners
TY icon

Kovitz Investment Group Partners’s TRI-Continental Corp TY Stock Holding History

Kovitz Investment Group Partners’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.44M Sell
203,381
-2,366
-1% -$74.9K 0.03% 396
2025
Q1 		$6.31M Sell
205,747
-8,096
-4% -$248K 0.03% 358
2024
Q4 		$6.78M Sell
213,843
-12,250
-5% -$388K 0.03% 339
2024
Q3 		$7.37M Buy
+226,093
New +$7.37M 0.05% 278