Optimist Retirement Group’s Travel + Leisure Co TNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
4,821
-904
-16% -$46.7K 0.12% 100
2025
Q1
$265K Hold
5,725
0.13% 72
2024
Q4
$289K Hold
5,725
0.14% 69
2024
Q3
$264K Buy
5,725
+70
+1% +$3.23K 0.12% 77
2024
Q2
$254K Hold
5,655
0.13% 66
2024
Q1
$277K Hold
5,655
0.14% 66
2023
Q4
$221K Buy
+5,655
New +$221K 0.14% 65