Moody Aldrich Partners’s Triumph Financial, Inc. TFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-70,014
| Closed | -$4.38M | – | 172 |
|
|
2022
Q2 | $4.38M | Sell |
70,014
-10,477
| -13% | -$655K | 0.86% | 51 |
|
|
2022
Q1 | $7.57M | Buy |
80,491
+8,551
| +12% | +$804K | 1.06% | 35 |
|
|
2021
Q4 | $8.57M | Sell |
71,940
-13,294
| -16% | -$1.58M | 1.19% | 26 |
|
|
2021
Q3 | $8.53M | Buy |
85,234
+12,084
| +17% | +$1.21M | 1.08% | 35 |
|
|
2021
Q2 | $5.43M | Sell |
73,150
-23,939
| -25% | -$1.78M | 0.76% | 62 |
|
|
2021
Q1 | $7.51M | Sell |
97,089
-40,488
| -29% | -$3.13M | 1.08% | 32 |
|
|
2020
Q4 | $6.68M | Sell |
137,577
-75,841
| -36% | -$3.68M | 1.08% | 32 |
|
|
2020
Q3 | $6.65M | Buy |
213,418
+6,281
| +3% | +$196K | 1.39% | 18 |
|
|
2020
Q2 | $5.03M | Buy |
207,137
+29,540
| +17% | +$717K | 1.07% | 36 |
|
|
2020
Q1 | $4.62M | Sell |
177,597
-23,424
| -12% | -$609K | 1.39% | 25 |
|
|
2019
Q4 | $7.64M | Buy |
201,021
+20,393
| +11% | +$775K | 1.57% | 11 |
|
|
2019
Q3 | $5.76M | Sell |
180,628
-2,106
| -1% | -$67.2K | 1.53% | 20 |
|
|
2019
Q2 | $5.31M | Buy |
182,734
+4,788
| +3% | +$139K | 1.36% | 27 |
|
|
2019
Q1 | $5.23M | Buy |
177,946
+23,836
| +15% | +$701K | 1.47% | 18 |
|
|
2018
Q4 | $4.58M | Sell |
154,110
-8,640
| -5% | -$257K | 1.5% | 24 |
|
|
2018
Q3 | $6.22M | Buy |
162,750
+26,060
| +19% | +$995K | 1.79% | 9 |
|
|
2018
Q2 | $5.57M | Buy |
136,690
+72,913
| +114% | +$2.97M | 1.98% | 7 |
|
|
2018
Q1 | $2.63M | Buy |
+63,777
| New | +$2.63M | 1.69% | 16 |
|