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Triad Wealth Partners’s Triumph Financial Inc TFIN Stock Holding History

Triad Wealth Partners’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-47
Closed -$3.84K – 819
2024
Q2 		$3.84K Buy
+47
New +$3.5K ﹤0.01% 629

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AC
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American Century Companies
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Triad Wealth Partners's TFIN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Triumph Financial Inc (TFIN) in Q3 2024, closing a stake of 47 shares — an estimated $3.84K sold.

Triad Wealth Partners first reported a position in TFIN in Q2 2024 and held it in 1 quarter. The position peaked at $3.84K in Q2 2024. 210 funds tracked by Wall St. Rank hold TFIN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Triumph Financial Inc position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 47 Triumph Financial Inc shares in Q3 2024, an estimated $3.84K.
  • Triad Wealth Partners first reported a position in Triumph Financial Inc in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Triumph Financial Inc position peaked at $3.84K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.