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Venturi Wealth Management’s Triumph Financial Inc TFIN Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-45
Closed -$4.09K – 1697
2024
Q4 		$4.09K Hold
45
– – ﹤0.01% 1752
2024
Q3 		$3.58K Hold
45
– – ﹤0.01% 1563
2024
Q2 		$3.68K Buy
+45
New +$3.35K ﹤0.01% 1283

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Venturi Wealth Management's TFIN Position: Q1 2025 in Review

Venturi Wealth Management sold out of Triumph Financial Inc (TFIN) in Q1 2025, closing a stake of 45 shares — an estimated $4.09K sold.

Venturi Wealth Management first reported a position in TFIN in Q2 2024 and held it in 3 quarters. The position peaked at $4.09K in Q4 2024. 207 funds tracked by Wall St. Rank hold TFIN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Triumph Financial Inc position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 45 Triumph Financial Inc shares in Q1 2025, an estimated $4.09K.
  • Venturi Wealth Management first reported a position in Triumph Financial Inc in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Triumph Financial Inc position peaked at $4.09K in Q4 2024.
  • 207 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.