Steward Partners Investment Advisory’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 | $716 | Buy |
+13
| New | +$716 | ﹤0.01% | 3925 |
|
|
2025
Q1 | – | Sell |
-160
| Closed | -$14.5K | – | 4152 |
|
|
2024
Q4 | $14.5K | Hold |
160
| – | – | ﹤0.01% | 2938 |
|
|
2024
Q3 | $12.7K | Hold |
160
| – | – | ﹤0.01% | 2858 |
|
|
2024
Q2 | $13.1K | Hold |
160
| – | – | ﹤0.01% | 2708 |
|
|
2024
Q1 | $12.7K | Hold |
160
| – | – | ﹤0.01% | 2721 |
|
|
2023
Q4 | $12.8K | Hold |
160
| – | – | ﹤0.01% | 2604 |
|
|
2023
Q3 | $10.4K | Sell |
160
-300
| -65% | -$19.4K | ﹤0.01% | 2586 |
|
|
2023
Q2 | $27.9K | Hold |
460
| – | – | ﹤0.01% | 2125 |
|
|
2023
Q1 | $26.7K | Sell |
460
-150
| -25% | -$8.71K | ﹤0.01% | 2127 |
|
|
2022
Q4 | $29.8K | Hold |
610
| – | – | ﹤0.01% | 2051 |
|
|
2022
Q3 | $33K | Buy |
610
+100
| +20% | +$5.41K | ﹤0.01% | 1988 |
|
|
2022
Q2 | $32K | Hold |
510
| – | – | ﹤0.01% | 2007 |
|
|
2022
Q1 | $48K | Buy |
+510
| New | +$48K | ﹤0.01% | 1943 |
|