NewEdge Advisors’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $60.1K | Buy |
1,899
+45
| +2% | +$1.42K | ﹤0.01% | 2604 |
|
2025
Q1 | $56.8K | Hold |
1,854
| – | – | ﹤0.01% | 2511 |
|
2024
Q4 | $58.7K | Buy |
1,854
+106
| +6% | +$3.36K | ﹤0.01% | 2470 |
|
2024
Q3 | $57.7K | Hold |
1,748
| – | – | ﹤0.01% | 2384 |
|
2024
Q2 | $54.1K | Buy |
1,748
+15
| +0.9% | +$464 | ﹤0.01% | 2317 |
|
2024
Q1 | $53.4K | Sell |
1,733
-338
| -16% | -$10.4K | ﹤0.01% | 2290 |
|
2023
Q4 | $59.7K | Buy |
2,071
+7
| +0.3% | +$202 | ﹤0.01% | 2170 |
|
2023
Q3 | $54.9K | Hold |
2,064
| – | – | ﹤0.01% | 2071 |
|
2023
Q2 | $56.6K | Buy |
2,064
+3
| +0.1% | +$82 | ﹤0.01% | 2050 |
|
2023
Q1 | $54.7K | Buy |
2,061
+2
| +0.1% | +$53 | ﹤0.01% | 1959 |
|
2022
Q4 | $53 | Buy |
+2,059
| New | +$53 | ﹤0.01% | 3462 |
|
2017
Q3 | – | Sell |
-4,100
| Closed | -$100K | – | 1069 |
|
2017
Q2 | $100K | Buy |
+4,100
| New | +$100K | 0.02% | 416 |
|