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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$35K Hold
2025
Q1
$33.9K Buy
2016
Q2
Sell
2016
Q1
$0 Sell
2015
Q4
$47K Buy
2014
Q4
Sell
2014
Q3
$34K Hold
2014
Q2
$34K Buy