Portside Wealth Group’s Triumph Financial, Inc. TFIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$427K	Sell	7,753 -1,622	-17%	-$89.4K	0.06%	273
2025 Q1	$542K	Sell	9,375 -1,522	-14%	-$88K	0.09%	216
2024 Q4	$990K	Sell	10,897 -478	-4%	-$43.4K	0.16%	137
2024 Q3	$905K	Buy	11,375 +3	+0%	+$239	0.15%	150
2024 Q2	$930K	Buy	+11,372	New	+$930K	0.18%	129