United Capital Financial Advisors’s Triumph Financial, Inc. TFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,646
| Closed | -$228K | – | 1149 |
|
|
2022
Q2 | $228K | Sell |
3,646
-77
| -2% | -$4.82K | ﹤0.01% | 1018 |
|
|
2022
Q1 | $350K | Sell |
3,723
-62
| -2% | -$5.83K | ﹤0.01% | 945 |
|
|
2021
Q4 | $451K | Sell |
3,785
-1,053
| -22% | -$125K | ﹤0.01% | 891 |
|
|
2021
Q3 | $484K | Hold |
4,838
| – | – | ﹤0.01% | 864 |
|
|
2021
Q2 | $359K | Buy |
4,838
+46
| +1% | +$3.41K | ﹤0.01% | 964 |
|
|
2021
Q1 | $371K | Sell |
4,792
-4,226
| -47% | -$327K | ﹤0.01% | 935 |
|
|
2020
Q4 | $438K | Sell |
9,018
-1,130
| -11% | -$54.9K | ﹤0.01% | 878 |
|
|
2020
Q3 | $316K | Sell |
10,148
-37,161
| -79% | -$1.16M | ﹤0.01% | 941 |
|
|
2020
Q2 | $1.15M | Buy |
47,309
+880
| +2% | +$21.4K | 0.01% | 617 |
|
|
2020
Q1 | $1.21M | Sell |
46,429
-6,842
| -13% | -$178K | 0.01% | 585 |
|
|
2019
Q4 | $2.03M | Buy |
53,271
+27,952
| +110% | +$1.06M | 0.01% | 603 |
|
|
2019
Q3 | $807K | Hold |
25,319
| – | – | 0.01% | 802 |
|
|
2019
Q2 | $736K | Buy |
25,319
+2,477
| +11% | +$72K | ﹤0.01% | 903 |
|
|
2019
Q1 | $671K | Sell |
22,842
-804
| -3% | -$23.6K | ﹤0.01% | 888 |
|
|
2018
Q4 | $702K | Buy |
23,646
+1,260
| +6% | +$37.4K | 0.01% | 809 |
|
|
2018
Q3 | $855K | Buy |
22,386
+4,324
| +24% | +$165K | 0.01% | 823 |
|
|
2018
Q2 | $736K | Buy |
18,062
+1,211
| +7% | +$49.3K | 0.01% | 841 |
|
|
2018
Q1 | $694K | Buy |
16,851
+322
| +2% | +$13.3K | 0.01% | 871 |
|
|
2017
Q4 | $521K | Buy |
16,529
+132
| +0.8% | +$4.16K | ﹤0.01% | 952 |
|
|
2017
Q3 | $529K | Buy |
+16,397
| New | +$529K | ﹤0.01% | 940 |
|