Successful Portfolios’s TRI-Continental Corp TY Stock Holding History

Successful Portfolios’s Portfolio TY Stock Details TY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$493K	Sell	15,562 -51	-0.3%	-$1.62K	0.3%	68
2025 Q1	$479K	Buy	15,613 +8	+0.1%	+$245	0.33%	66
2024 Q4	$495K	Buy	15,605 +593	+4%	+$18.8K	0.33%	61
2024 Q3	$496K	Sell	15,012 -17	-0.1%	-$562	0.34%	62
2024 Q2	$465K	Sell	15,029 -239	-2%	-$7.4K	0.33%	64
2024 Q1	$470K	Sell	15,268 -364	-2%	-$11.2K	0.32%	67
2023 Q4	$451K	Sell	15,632 -123	-0.8%	-$3.55K	0.34%	68
2023 Q3	$419K	Sell	15,755 -1,287	-8%	-$34.2K	0.37%	63
2023 Q2	$467K	Sell	17,042 -14,447	-46%	-$396K	0.4%	58
2023 Q1	$836K	Sell	31,489 -1,022	-3%	-$27.1K	0.52%	50
2022 Q4	$833K	Sell	32,511 -735	-2%	-$18.8K	0.54%	50
2022 Q3	$850K	Sell	33,246 -1,279	-4%	-$32.7K	0.62%	43
2022 Q2	$904K	Sell	34,525 -273	-0.8%	-$7.15K	0.61%	44
2022 Q1	$1.07M	Buy	34,798 +189	+0.5%	+$5.83K	0.61%	40
2021 Q4	$1.15M	Sell	34,609 -23	-0.1%	-$764	0.62%	38
2021 Q3	$1.16M	Sell	34,632 -95	-0.3%	-$3.17K	0.69%	36
2021 Q2	$1.18M	Buy	34,727 +62	+0.2%	+$2.11K	0.72%	35
2021 Q1	$1.12M	Sell	34,665 -621	-2%	-$20.1K	0.74%	35
2020 Q4	$1.04M	Sell	35,286 -428	-1%	-$12.6K	0.75%	35
2020 Q3	$926K	Sell	35,714 -420	-1%	-$10.9K	0.74%	32
2020 Q2	$893K	Sell	36,134 -374	-1%	-$9.24K	0.79%	31
2020 Q1	$763K	Buy	36,508 +981	+3%	+$20.5K	0.77%	37
2019 Q4	$1M	Sell	35,527 -2,564	-7%	-$72.3K	0.89%	29
2019 Q3	$1.04M	Buy	38,091 +581	+2%	+$15.8K	0.98%	26
2019 Q2	$1.01M	Sell	37,510 -1,243	-3%	-$33.5K	1.09%	22
2019 Q1	$1.02M	Sell	38,753 -1,592	-4%	-$41.9K	1.11%	22
2018 Q4	$949K	Sell	40,345 -2,435	-6%	-$57.3K	1.21%	20
2018 Q3	$1.19M	Sell	42,780 -298	-0.7%	-$8.3K	1.3%	19
2018 Q2	$1.14M	Sell	43,078 -2,223	-5%	-$58.9K	1.33%	19
2018 Q1	$1.19M	Sell	45,301 -4,069	-8%	-$107K	1.45%	17
2017 Q4	$1.33M	Buy	+49,370	New	+$1.33M	1.65%	14