RGT Wealth Advisors’s Triumph Financial, Inc. TFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-72,917
| Closed | -$3M | – | 79 |
|
|
2018
Q1 | $3M | Hold |
72,917
| – | – | 1.44% | 14 |
|
|
2017
Q4 | $2.3M | Buy |
72,917
+3,029
| +4% | +$95.4K | 1.23% | 16 |
|
|
2017
Q3 | $2.25M | Buy |
69,888
+2,000
| +3% | +$64.5K | 1.5% | 15 |
|
|
2017
Q2 | $1.67M | Buy |
+67,888
| New | +$1.67M | 1.14% | 15 |
|
|
2017
Q1 | – | Sell |
-61,039
| Closed | -$1.6M | – | 130 |
|
|
2016
Q4 | $1.6M | Hold |
61,039
| – | – | 0.9% | 17 |
|
|
2016
Q3 | $1.21M | Buy |
+61,039
| New | +$1.21M | 0.75% | 20 |
|