Savant Capital’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 | $600K | Hold |
18,950
| – | – | ﹤0.01% | 1009 |
|
|
2025
Q1 | $581K | Hold |
18,950
| – | – | ﹤0.01% | 936 |
|
|
2024
Q4 | $601K | Buy |
18,950
+318
| +2% | +$10.1K | ﹤0.01% | 817 |
|
|
2024
Q3 | $616K | Sell |
18,632
-398
| -2% | -$13.2K | 0.01% | 789 |
|
|
2024
Q2 | $589K | Buy |
19,030
+2,110
| +12% | +$65.3K | 0.01% | 734 |
|
|
2024
Q1 | $521K | Sell |
16,920
-4,458
| -21% | -$137K | 0.01% | 717 |
|
|
2023
Q4 | $616K | Buy |
21,378
+4,458
| +26% | +$129K | 0.01% | 516 |
|
|
2023
Q3 | $450K | Hold |
16,920
| – | – | 0.01% | 546 |
|
|
2023
Q2 | $464K | Hold |
16,920
| – | – | 0.01% | 528 |
|
|
2023
Q1 | $449K | Buy |
+16,920
| New | +$449K | 0.01% | 482 |
|