SWA
Sutton Wealth Advisors’s Triumph Financial, Inc. TFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-295
| Closed | -$14.4K | – | 1489 |
|
|
2022
Q4 | $14.4K | Buy |
+295
| New | +$14.4K | 0.01% | 821 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | -$438 | – | 1737 |
|
|
2022
Q2 | $438 | Sell |
7
-276
| -98% | -$17.3K | ﹤0.01% | 1487 |
|
|
2022
Q1 | $26.6K | Buy |
283
+87
| +44% | +$8.18K | 0.01% | 615 |
|
|
2021
Q4 | $23.3K | Buy |
196
+82
| +72% | +$9.77K | 0.01% | 660 |
|
|
2021
Q3 | $11.4K | Buy |
+114
| New | +$11.4K | ﹤0.01% | 862 |
|
|
2020
Q2 | – | Sell |
-203
| Closed | -$5.28K | – | 1284 |
|
|
2020
Q1 | $5.28K | Sell |
203
-250
| -55% | -$6.5K | ﹤0.01% | 804 |
|
|
2019
Q4 | $17.2K | Hold |
453
| – | – | 0.01% | 661 |
|
|
2019
Q3 | $14.4K | Hold |
453
| – | – | 0.01% | 689 |
|
|
2019
Q2 | $13.2K | Buy |
+453
| New | +$13.2K | 0.01% | 706 |
|
|
2019
Q1 | – | Sell |
-407
| Closed | -$12.1K | – | 1231 |
|
|
2018
Q4 | $12.1K | Buy |
+407
| New | +$12.1K | 0.01% | 691 |
|