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Plante Moran Financial Advisors’s TRI-Continental Corp TY Stock Holding History

Plante Moran Financial Advisors’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,105
Closed -$35K – 866
2025
Q2 		$35K Hold
1,105
– – ﹤0.01% 393
2025
Q1 		$33.9K Buy
+1,105
New +$35.2K ﹤0.01% 403
2016
Q2 		– Sell
-2
Closed – – 939
2016
Q1 		$0 Sell
2
-2,354
-100% -$44.5K ﹤0.01% 1035
2015
Q4 		$47K Buy
+2,356
New +$47.6K 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 +$33.4K 0.03% 288

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BFS
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BBPWM
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Allspring Global Investments
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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return