LPL Financial
TGI

LPL Financial’s Triumph Group TGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$359K Buy
13,932
+1,774
+15% +$45.7K ﹤0.01% 4548
2025
Q1
$308K Sell
12,158
-10,593
-47% -$268K ﹤0.01% 4456
2024
Q4
$425K Buy
22,751
+294
+1% +$5.49K ﹤0.01% 4160
2024
Q3
$289K Buy
22,457
+1,014
+5% +$13.1K ﹤0.01% 4375
2024
Q2
$330K Sell
21,443
-2,746
-11% -$42.3K ﹤0.01% 4120
2024
Q1
$364K Buy
24,189
+931
+4% +$14K ﹤0.01% 3990
2023
Q4
$386K Sell
23,258
-5,838
-20% -$96.8K ﹤0.01% 3830
2023
Q3
$223K Buy
29,096
+9,449
+48% +$72.4K ﹤0.01% 4106
2023
Q2
$243K Sell
19,647
-13,651
-41% -$169K ﹤0.01% 3963
2023
Q1
$386K Buy
33,298
+16,498
+98% +$191K ﹤0.01% 3524
2022
Q4
$177K Buy
+16,800
New +$177K ﹤0.01% 3999
2017
Q3
Sell
-16,317
Closed -$516K 2915
2017
Q2
$516K Sell
16,317
-5,374
-25% -$170K ﹤0.01% 1849
2017
Q1
$541K Buy
+21,691
New +$541K ﹤0.01% 1735
2016
Q2
Sell
-29,049
Closed -$896K 2959
2016
Q1
$896K Buy
29,049
+5,674
+24% +$175K ﹤0.01% 1757
2015
Q4
$902K Buy
23,375
+12,074
+107% +$466K ﹤0.01% 1761
2015
Q3
$484K Buy
11,301
+3,468
+44% +$149K ﹤0.01% 1818
2015
Q2
$510K Sell
7,833
-2,506
-24% -$163K ﹤0.01% 1888
2015
Q1
$615K Buy
10,339
+1,368
+15% +$81.4K ﹤0.01% 1708
2014
Q4
$603K Buy
8,971
+549
+7% +$36.9K ﹤0.01% 1645
2014
Q3
$535K Sell
8,422
-272
-3% -$17.3K ﹤0.01% 1727
2014
Q2
$607K Buy
8,694
+489
+6% +$34.1K ﹤0.01% 1670
2014
Q1
$530K Buy
8,205
+2,670
+48% +$172K ﹤0.01% 1696
2013
Q4
$421K Sell
5,535
-134
-2% -$10.2K ﹤0.01% 1851
2013
Q3
$403K Sell
5,669
-14,370
-72% -$1.02M ﹤0.01% 1801
2013
Q2
$1.59M Buy
+20,039
New +$1.59M 0.01% 844