LPL Financial’s Triumph Group TGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-13,932
| Closed | -$359K | – | 5988 |
|
|
2025
Q2 | $359K | Buy |
13,932
+1,774
| +15% | +$45.2K | ﹤0.01% | 4641 |
|
|
2025
Q1 | $308K | Sell |
12,158
-10,593
| -47% | -$245K | ﹤0.01% | 4553 |
|
|
2024
Q4 | $425K | Buy |
22,751
+294
| +1% | +$4.88K | ﹤0.01% | 4234 |
|
|
2024
Q3 | $289K | Buy |
22,457
+1,014
| +5% | +$14.7K | ﹤0.01% | 4464 |
|
|
2024
Q2 | $330K | Sell |
21,443
-2,746
| -11% | -$39.1K | ﹤0.01% | 4195 |
|
|
2024
Q1 | $364K | Buy |
24,189
+931
| +4% | +$13.9K | ﹤0.01% | 4049 |
|
|
2023
Q4 | $386K | Sell |
23,258
-5,838
| -20% | -$59.2K | ﹤0.01% | 3881 |
|
|
2023
Q3 | $223K | Buy |
29,096
+9,449
| +48% | +$92.4K | ﹤0.01% | 4156 |
|
|
2023
Q2 | $243K | Sell |
19,647
-13,651
| -41% | -$156K | ﹤0.01% | 4011 |
|
|
2023
Q1 | $386K | Buy |
33,298
+16,498
| +98% | +$188K | ﹤0.01% | 3542 |
|
|
2022
Q4 | $177K | Buy |
+16,800
| New | +$174K | ﹤0.01% | 4022 |
|
|
2017
Q3 | – | Sell |
-16,317
| Closed | -$516K | – | 2928 |
|
|
2017
Q2 | $516K | Sell |
16,317
-5,374
| -25% | -$150K | ﹤0.01% | 1854 |
|
|
2017
Q1 | $541K | Buy |
+21,691
| New | +$568K | ﹤0.01% | 1735 |
|
|
2016
Q2 | – | Sell |
-29,049
| Closed | -$896K | – | 2959 |
|
|
2016
Q1 | $896K | Buy |
29,049
+5,674
| +24% | +$172K | ﹤0.01% | 1757 |
|
|
2015
Q4 | $902K | Buy |
23,375
+12,074
| +107% | +$488K | ﹤0.01% | 1761 |
|
|
2015
Q3 | $484K | Buy |
11,301
+3,468
| +44% | +$186K | ﹤0.01% | 1818 |
|
|
2015
Q2 | $510K | Sell |
7,833
-2,506
| -24% | -$162K | ﹤0.01% | 1888 |
|
|
2015
Q1 | $615K | Buy |
10,339
+1,368
| +15% | +$82.2K | ﹤0.01% | 1708 |
|
|
2014
Q4 | $603K | Buy |
8,971
+549
| +7% | +$36.1K | ﹤0.01% | 1645 |
|
|
2014
Q3 | $535K | Sell |
8,422
-272
| -3% | -$18.2K | ﹤0.01% | 1727 |
|
|
2014
Q2 | $607K | Buy |
8,694
+489
| +6% | +$33K | ﹤0.01% | 1670 |
|
|
2014
Q1 | $530K | Buy |
8,205
+2,670
| +48% | +$183K | ﹤0.01% | 1696 |
|
|
2013
Q4 | $421K | Sell |
5,535
-134
| -2% | -$9.72K | ﹤0.01% | 1851 |
|
|
2013
Q3 | $403K | Sell |
5,669
-14,370
| -72% | -$1.11M | ﹤0.01% | 1801 |
|
|
2013
Q2 | $1.59M | Buy |
+20,039
| New | +$1.55M | 0.01% | 844 |
|
