Successful Portfolios’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
Q2 | $546K | Buy |
15,389
+184
| +1% | +$6.31K | 0.26% | 79 |
|
|
2026
Q1 | $473K | Buy |
15,205
+8
| +0.1% | +$262 | 0.26% | 78 |
|
|
2025
Q4 | $505K | Buy |
15,197
+406
| +3% | +$13.7K | 0.26% | 84 |
|
|
2025
Q3 | $503K | Sell |
14,791
-771
| -5% | -$25.4K | 0.29% | 73 |
|
|
2025
Q2 | $493K | Sell |
15,562
-51
| -0.3% | -$1.55K | 0.3% | 68 |
|
|
2025
Q1 | $479K | Buy |
15,613
+8
| +0.1% | +$255 | 0.33% | 66 |
|
|
2024
Q4 | $495K | Buy |
15,605
+593
| +4% | +$19.7K | 0.33% | 61 |
|
|
2024
Q3 | $496K | Sell |
15,012
-17
| -0.1% | -$539 | 0.34% | 62 |
|
|
2024
Q2 | $465K | Sell |
15,029
-239
| -2% | -$7.25K | 0.33% | 64 |
|
|
2024
Q1 | $470K | Sell |
15,268
-364
| -2% | -$10.7K | 0.32% | 67 |
|
|
2023
Q4 | $451K | Sell |
15,632
-123
| -0.8% | -$3.34K | 0.34% | 68 |
|
|
2023
Q3 | $419K | Sell |
15,755
-1,287
| -8% | -$35.5K | 0.37% | 63 |
|
|
2023
Q2 | $467K | Sell |
17,042
-14,447
| -46% | -$383K | 0.4% | 58 |
|
|
2023
Q1 | $836K | Sell |
31,489
-1,022
| -3% | -$27.4K | 0.52% | 50 |
|
|
2022
Q4 | $833K | Sell |
32,511
-735
| -2% | -$19.6K | 0.54% | 50 |
|
|
2022
Q3 | $850K | Sell |
33,246
-1,279
| -4% | -$35.4K | 0.62% | 43 |
|
|
2022
Q2 | $904K | Sell |
34,525
-273
| -0.8% | -$7.84K | 0.61% | 44 |
|
|
2022
Q1 | $1.07M | Buy |
34,798
+189
| +0.5% | +$5.86K | 0.61% | 40 |
|
|
2021
Q4 | $1.15M | Sell |
34,609
-23
| -0.1% | -$792 | 0.62% | 38 |
|
|
2021
Q3 | $1.16M | Sell |
34,632
-95
| -0.3% | -$3.25K | 0.69% | 36 |
|
|
2021
Q2 | $1.18M | Buy |
34,727
+62
| +0.2% | +$2.1K | 0.72% | 35 |
|
|
2021
Q1 | $1.12M | Sell |
34,665
-621
| -2% | -$19.2K | 0.74% | 35 |
|
|
2020
Q4 | $1.04M | Sell |
35,286
-428
| -1% | -$12K | 0.75% | 35 |
|
|
2020
Q3 | $926K | Sell |
35,714
-420
| -1% | -$10.9K | 0.74% | 32 |
|
|
2020
Q2 | $893K | Sell |
36,134
-374
| -1% | -$8.83K | 0.79% | 31 |
|
|
2020
Q1 | $763K | Buy |
36,508
+981
| +3% | +$25.6K | 0.77% | 37 |
|
|
2019
Q4 | $1M | Sell |
35,527
-2,564
| -7% | -$71.2K | 0.89% | 29 |
|
|
2019
Q3 | $1.04M | Buy |
38,091
+581
| +2% | +$15.7K | 0.98% | 26 |
|
|
2019
Q2 | $1.01M | Sell |
37,510
-1,243
| -3% | -$33.3K | 1.09% | 22 |
|
|
2019
Q1 | $1.02M | Sell |
38,753
-1,592
| -4% | -$40.8K | 1.11% | 22 |
|
|
2018
Q4 | $949K | Sell |
40,345
-2,435
| -6% | -$62.7K | 1.21% | 20 |
|
|
2018
Q3 | $1.19M | Sell |
42,780
-298
| -0.7% | -$8.19K | 1.3% | 19 |
|
|
2018
Q2 | $1.14M | Sell |
43,078
-2,223
| -5% | -$59.7K | 1.33% | 19 |
|
|
2018
Q1 | $1.19M | Sell |
45,301
-4,069
| -8% | -$110K | 1.45% | 17 |
|
|
2017
Q4 | $1.33M | Buy |
+49,370
| New | +$1.29M | 1.65% | 14 |
|
Other funds holding TY
HWAM
1IA
SC
WCM
KMC
FPB
AP
SIC
AAG