Northwestern Mutual Wealth Management’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 | $102K | Buy |
3,237
+31
| +1% | +$981 | ﹤0.01% | 1986 |
|
|
2025
Q1 | $98.3K | Sell |
3,206
-371
| -10% | -$11.4K | ﹤0.01% | 1937 |
|
|
2024
Q4 | $113K | Buy |
3,577
+552
| +18% | +$17.5K | ﹤0.01% | 1873 |
|
|
2024
Q3 | $99.9K | Sell |
3,025
-552
| -15% | -$18.2K | ﹤0.01% | 1893 |
|
|
2024
Q2 | $111K | Buy |
3,577
+579
| +19% | +$17.9K | ﹤0.01% | 1797 |
|
|
2024
Q1 | $92.3K | Hold |
2,998
| – | – | ﹤0.01% | 1834 |
|
|
2023
Q4 | $86.4K | Buy |
2,998
+9
| +0.3% | +$259 | ﹤0.01% | 1842 |
|
|
2023
Q3 | $79.5K | Sell |
2,989
-421
| -12% | -$11.2K | ﹤0.01% | 1799 |
|
|
2023
Q2 | $93.5K | Buy |
3,410
+234
| +7% | +$6.42K | ﹤0.01% | 1749 |
|
|
2023
Q1 | $84.3K | Sell |
3,176
-235
| -7% | -$6.24K | ﹤0.01% | 1750 |
|
|
2022
Q4 | $87.4K | Buy |
3,411
+531
| +18% | +$13.6K | ﹤0.01% | 1714 |
|
|
2022
Q3 | $74K | Sell |
2,880
-113
| -4% | -$2.9K | ﹤0.01% | 1753 |
|
|
2022
Q2 | $78K | Buy |
2,993
+54
| +2% | +$1.41K | ﹤0.01% | 1745 |
|
|
2022
Q1 | $91K | Sell |
2,939
-243
| -8% | -$7.52K | ﹤0.01% | 1752 |
|
|
2021
Q4 | $106K | Buy |
3,182
+293
| +10% | +$9.76K | ﹤0.01% | 1686 |
|
|
2021
Q3 | $97K | Sell |
2,889
-2,641
| -48% | -$88.7K | ﹤0.01% | 1651 |
|
|
2021
Q2 | $188K | Buy |
5,530
+3,150
| +132% | +$107K | ﹤0.01% | 1339 |
|
|
2021
Q1 | $78K | Sell |
2,380
-646
| -21% | -$21.2K | ﹤0.01% | 1583 |
|
|
2020
Q4 | $89K | Buy |
3,026
+672
| +29% | +$19.8K | ﹤0.01% | 1441 |
|
|
2020
Q3 | $61K | Buy |
2,354
+72
| +3% | +$1.87K | ﹤0.01% | 1438 |
|
|
2020
Q2 | $56K | Buy |
2,282
+298
| +15% | +$7.31K | ﹤0.01% | 1414 |
|
|
2020
Q1 | $41K | Sell |
1,984
-372
| -16% | -$7.69K | ﹤0.01% | 1469 |
|
|
2019
Q4 | $66K | Buy |
2,356
+443
| +23% | +$12.4K | ﹤0.01% | 1347 |
|
|
2019
Q3 | $52K | Hold |
1,913
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q2 | $52K | Sell |
1,913
-118
| -6% | -$3.21K | ﹤0.01% | 1366 |
|
|
2019
Q1 | $53K | Buy |
2,031
+489
| +32% | +$12.8K | ﹤0.01% | 1335 |
|
|
2018
Q4 | $36K | Buy |
1,542
+46
| +3% | +$1.07K | ﹤0.01% | 1384 |
|
|
2018
Q3 | $42K | Sell |
1,496
-57
| -4% | -$1.6K | ﹤0.01% | 1381 |
|
|
2018
Q2 | $41K | Sell |
1,553
-1,080
| -41% | -$28.5K | ﹤0.01% | 1332 |
|
|
2018
Q1 | $69K | Buy |
2,633
+2,569
| +4,014% | +$67.3K | ﹤0.01% | 1079 |
|
|
2017
Q4 | $2K | Buy |
64
+25
| +64% | +$781 | ﹤0.01% | 2144 |
|
|
2017
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 2088 |
|
|
2017
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1967 |
|
|
2017
Q1 | – | Sell |
-612
| Closed | -$13K | – | 2402 |
|
|
2016
Q4 | $13K | Buy |
+612
| New | +$13K | ﹤0.01% | 1521 |
|
|
2016
Q2 | – | Sell |
-1,470
| Closed | -$29K | – | 2266 |
|
|
2016
Q1 | $29K | Buy |
1,470
+1,204
| +453% | +$23.8K | ﹤0.01% | 1062 |
|
|
2015
Q4 | $5K | Buy |
+266
| New | +$5K | ﹤0.01% | 1314 |
|
|
2013
Q4 | – | Sell |
-7,224
| Closed | -$132K | – | 1564 |
|
|
2013
Q3 | $132K | Buy |
+7,224
| New | +$132K | 0.01% | 422 |
|