Stone House Investment Management’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 | $4.28K | Buy |
135
+4
| +3% | +$127 | ﹤0.01% | 348 |
|
|
2025
Q1 | $4.01K | Buy |
+131
| New | +$4.01K | ﹤0.01% | 334 |
|
|
2024
Q4 | – | Sell |
-121
| Closed | -$4K | – | 328 |
|
|
2024
Q3 | $4K | Buy |
121
+1
| +0.8% | +$33 | ﹤0.01% | 291 |
|
|
2024
Q2 | $3.71K | Buy |
120
+2
| +2% | +$62 | ﹤0.01% | 291 |
|
|
2024
Q1 | $3.62K | Buy |
118
+1
| +0.9% | +$31 | ﹤0.01% | 308 |
|
|
2023
Q4 | $3.36K | Buy |
117
+2
| +2% | +$57 | ﹤0.01% | 240 |
|
|
2023
Q3 | $3.06K | Buy |
115
+1
| +0.9% | +$27 | ﹤0.01% | 236 |
|
|
2023
Q2 | $3.13K | Buy |
114
+1
| +0.9% | +$27 | ﹤0.01% | 236 |
|
|
2023
Q1 | $2.99K | Buy |
+113
| New | +$2.99K | ﹤0.01% | 227 |
|
|
2019
Q2 | – | Sell |
-79
| Closed | -$2K | – | 189 |
|
|
2019
Q1 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 212 |
|