Stifel Financial’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.27M | Buy |
103,652
+3,782
| +4% | +$124K | ﹤0.01% | 1616 |
|
|
2025
Q4 | $3.26M | Sell |
99,870
-562
| -0.6% | -$19K | ﹤0.01% | 1587 |
|
|
2025
Q3 | $3.41M | Buy |
100,432
+2,306
| +2% | +$76.1K | ﹤0.01% | 1518 |
|
|
2025
Q2 | $3.11M | Buy |
98,126
+1,555
| +2% | +$47.2K | ﹤0.01% | 1530 |
|
|
2025
Q1 | $2.96M | Buy |
96,571
+1,025
| +1% | +$32.6K | ﹤0.01% | 1483 |
|
|
2024
Q4 | $3.03M | Buy |
95,546
+844
| +0.9% | +$28K | ﹤0.01% | 1514 |
|
|
2024
Q3 | $3.13M | Sell |
94,702
-4,502
| -5% | -$143K | ﹤0.01% | 1493 |
|
|
2024
Q2 | $3.07M | Sell |
99,204
-2,654
| -3% | -$80.5K | ﹤0.01% | 1436 |
|
|
2024
Q1 | $3.14M | Sell |
101,858
-2,277
| -2% | -$67K | ﹤0.01% | 1419 |
|
|
2023
Q4 | $3M | Buy |
104,135
+426
| +0.4% | +$11.6K | ﹤0.01% | 1404 |
|
|
2023
Q3 | $2.76M | Sell |
103,709
-32,163
| -24% | -$886K | ﹤0.01% | 1382 |
|
|
2023
Q2 | $3.73M | Sell |
135,872
-11,142
| -8% | -$296K | 0.01% | 1220 |
|
|
2023
Q1 | $3.9M | Buy |
147,014
+30,107
| +26% | +$806K | 0.01% | 1162 |
|
|
2022
Q4 | $3M | Buy |
116,907
+661
| +0.6% | +$17.7K | ﹤0.01% | 1257 |
|
|
2022
Q3 | $2.97M | Buy |
116,246
+14,720
| +14% | +$407K | ﹤0.01% | 1215 |
|
|
2022
Q2 | $2.66M | Sell |
101,526
-70,774
| -41% | -$2.03M | ﹤0.01% | 1322 |
|
|
2022
Q1 | $5.31M | Buy |
172,300
+2,686
| +2% | +$83.2K | 0.01% | 1025 |
|
|
2021
Q4 | $5.63M | Buy |
169,614
+3,116
| +2% | +$107K | 0.01% | 1007 |
|
|
2021
Q3 | $5.56M | Sell |
166,498
-1,260
| -0.8% | -$43.1K | 0.01% | 962 |
|
|
2021
Q2 | $5.72M | Buy |
167,758
+8,187
| +5% | +$277K | 0.01% | 950 |
|
|
2021
Q1 | $5.17M | Sell |
159,571
-5,207
| -3% | -$161K | 0.01% | 941 |
|
|
2020
Q4 | $4.86M | Buy |
164,778
+38,872
| +31% | +$1.09M | 0.01% | 896 |
|
|
2020
Q3 | $3.27M | Buy |
125,906
+7,562
| +6% | +$197K | 0.01% | 961 |
|
|
2020
Q2 | $2.92M | Buy |
118,344
+5,836
| +5% | +$138K | 0.01% | 961 |
|
|
2020
Q1 | $2.35M | Buy |
112,508
+14,645
| +15% | +$383K | 0.01% | 971 |
|
|
2019
Q4 | $2.75M | Buy |
97,863
+3,999
| +4% | +$111K | 0.01% | 1144 |
|
|
2019
Q3 | $2.56M | Buy |
93,864
+18,490
| +25% | +$499K | 0.01% | 1165 |
|
|
2019
Q2 | $2.03M | Sell |
75,374
-4,278
| -5% | -$114K | 0.01% | 1323 |
|
|
2019
Q1 | $2.1M | Sell |
79,652
-317
| -0.4% | -$8.13K | 0.01% | 1213 |
|
|
2018
Q4 | $1.88M | Sell |
79,969
-28,885
| -27% | -$743K | 0.01% | 1179 |
|
|
2018
Q3 | $3.04M | Buy |
108,854
+19,338
| +22% | +$531K | 0.01% | 1051 |
|
|
2018
Q2 | $2.38M | Buy |
89,516
+26,614
| +42% | +$715K | 0.01% | 1111 |
|
|
2018
Q1 | $1.66M | Sell |
62,902
-281
| -0.4% | -$7.63K | 0.01% | 1267 |
|
|
2017
Q4 | $1.69M | Sell |
63,183
-2,524
| -4% | -$66.1K | 0.01% | 1237 |
|
|
2017
Q3 | $1.67M | Buy |
65,707
+20,709
| +46% | +$516K | 0.01% | 1217 |
|
|
2017
Q2 | $1.09M | Buy |
44,998
+6,533
| +17% | +$156K | ﹤0.01% | 1435 |
|
|
2017
Q1 | $887K | Buy |
38,465
+29,323
| +321% | +$671K | ﹤0.01% | 1505 |
|
|
2016
Q4 | $201K | Buy |
+9,142
| New | +$196K | ﹤0.01% | 2259 |
|
Other funds holding TY
SCM
BBPWM
UB
