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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.44M Sell
2025
Q1
$6.31M Sell
2024
Q4
$6.78M Sell
2024
Q3
$7.37M Buy