Plante Moran Financial 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 | $35K | Hold |
1,105
| – | – | ﹤0.01% | 393 |
|
|
2025
Q1 | $33.9K | Buy |
+1,105
| New | +$33.9K | ﹤0.01% | 403 |
|
|
2016
Q2 | – | Sell |
-2
| Closed | – | – | 937 |
|
|
2016
Q1 | $0 | Sell |
2
-2,354
| -100% | – | ﹤0.01% | 1035 |
|
|
2015
Q4 | $47K | Buy |
+2,356
| New | +$47K | 0.04% | 288 |
|
|
2014
Q4 | – | Sell |
-1,634
| Closed | -$34K | – | 855 |
|
|
2014
Q3 | $34K | Hold |
1,634
| – | – | 0.03% | 313 |
|
|
2014
Q2 | $34K | Buy |
+1,634
| New | +$34K | 0.03% | 288 |
|