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Sequoia Financial Advisors’s Triumph Financial Inc TFIN Stock Holding History

Sequoia Financial Advisors’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,469
Closed -$447K – 1368
2024
Q2 		$447K Buy
+5,469
New +$408K 0.01% 735

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American Century Companies
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Sequoia Financial Advisors's TFIN Position: Q3 2024 in Review

Sequoia Financial Advisors sold out of Triumph Financial Inc (TFIN) in Q3 2024, closing a stake of 5,469 shares — an estimated $447K sold.

Sequoia Financial Advisors first reported a position in TFIN in Q2 2024 and held it in 1 quarter. The position peaked at $447K in Q2 2024. 210 funds tracked by Wall St. Rank hold TFIN as of Q3 2024.

  • Sequoia Financial Advisors reported no remaining Triumph Financial Inc position as of Q3 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,469 Triumph Financial Inc shares in Q3 2024, an estimated $447K.
  • Sequoia Financial Advisors first reported a position in Triumph Financial Inc in Q2 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's Triumph Financial Inc position peaked at $447K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2024.

Based on Sequoia Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.