LPL Financial’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
Q3 | $2.2M | Buy |
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|
2025
Q2 | $1.97M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $992K | Sell |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $979K | Buy |
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|
2023
Q2 | $817K | Buy |
|
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|
2023
Q1 | $732K | Buy |
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|
2022
Q4 | $575K | Sell |
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|
2022
Q3 | $703K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $821K | Sell |
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|
2020
Q4 | $755K | Sell |
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|
2020
Q3 | $695K | Buy |
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|
2020
Q2 | $449K | Sell |
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|
2020
Q1 | $440K | Sell |
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|
2019
Q4 | $809K | Buy |
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|
2019
Q3 | $636K | Sell |
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|
2019
Q2 | $658K | Sell |
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|
2019
Q1 | $651K | Buy |
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|
2018
Q4 | $412K | Buy |
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|
2018
Q3 | $322K | Buy |
|
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|
2018
Q2 | $279K | Buy |
|
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|
2018
Q1 | $261K | Buy |
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|
2017
Q4 | $206K | Buy |
|
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $884K | Buy |
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|
2016
Q4 | $843K | Sell |
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|
2016
Q3 | $822K | Buy |
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|
2016
Q2 | $744K | Sell |
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|
2016
Q1 | $1.44M | Sell |
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|
2015
Q4 | $1.58M | Buy |
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|
2015
Q3 | $903K | Buy |
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|
2015
Q2 | $886K | Buy |
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|
2015
Q1 | $825K | Buy |
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|
2014
Q4 | $699K | Buy |
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|
2014
Q3 | $464K | Sell |
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|
2014
Q2 | $487K | Buy |
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|
2014
Q1 | $423K | Sell |
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|
2013
Q4 | $435K | Buy |
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|
2013
Q3 | $387K | Buy |
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|
2013
Q2 | $278K | Buy |
|