LPL Financial’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 | $1.52M | Buy |
27,497
+19,596
| +248% | +$1.08M | ﹤0.01% | 3354 |
|
|
2025
Q1 | $457K | Buy |
7,901
+1,835
| +30% | +$106K | ﹤0.01% | 4180 |
|
|
2024
Q4 | $551K | Buy |
6,066
+3,429
| +130% | +$312K | ﹤0.01% | 3960 |
|
|
2024
Q3 | $210K | Buy |
+2,637
| New | +$210K | ﹤0.01% | 4593 |
|
|
2022
Q1 | – | Sell |
-3,637
| Closed | -$433K | – | 4365 |
|
|
2021
Q4 | $433K | Buy |
+3,637
| New | +$433K | ﹤0.01% | 3391 |
|
|
2018
Q4 | – | Sell |
-6,416
| Closed | -$245K | – | 3219 |
|
|
2018
Q3 | $245K | Buy |
6,416
+1,387
| +28% | +$53K | ﹤0.01% | 2834 |
|
|
2018
Q2 | $205K | Buy |
+5,029
| New | +$205K | ﹤0.01% | 2948 |
|