Lowe Wealth Advisors’s TRI-Continental Corp TY Stock Holding History

Lowe Wealth Advisors’s Portfolio TY Stock Details TY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-600	Closed	-$18.4K	–	374
2025 Q1	$18.4K	Hold	600	–	–	0.01%	202
2024 Q4	$19K	Hold	600	–	–	0.01%	188
2024 Q3	$19.8K	Sell	600 -900	-60%	-$28.5K	0.01%	170
2024 Q2	$46.5K	Hold	1,500	–	–	0.02%	129
2024 Q1	$46.2K	Sell	1,500 -1,115	-43%	-$32.8K	0.02%	120
2023 Q4	$75.4K	Hold	2,615	–	–	0.04%	88
2023 Q3	$69.5K	Sell	2,615 -1,500	-36%	-$41.3K	0.04%	89
2023 Q2	$113K	Buy	+4,115	New	+$109K	0.06%	73

Other funds holding TY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Lowe Wealth Advisors's TY Position: Q2 2025 in Review

Lowe Wealth Advisors sold out of TRI-Continental Corp (TY) in Q2 2025, closing a stake of 600 shares — an estimated $18.4K sold.

Lowe Wealth Advisors first reported a position in TY in Q2 2023 and held it in 8 quarters. The position peaked at $113K in Q2 2023. 149 funds tracked by Wall St. Rank hold TY as of Q2 2025.

Lowe Wealth Advisors reported no remaining TRI-Continental Corp position as of Q2 2025 after selling out during the quarter.
Lowe Wealth Advisors sold 600 TRI-Continental Corp shares in Q2 2025, an estimated $18.4K.
Lowe Wealth Advisors first reported a position in TRI-Continental Corp in Q2 2023 and held it in 8 quarters.
Lowe Wealth Advisors's TRI-Continental Corp position peaked at $113K in Q2 2023.
149 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2025.

Based on Lowe Wealth Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.