VWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-45
Closed -$4.09K – 1695
2024
Q4 		$4.09K Hold
45
– – ﹤0.01% 1752
2024
Q3 		$3.58K Hold
45
– – ﹤0.01% 1561
2024
Q2 		$3.68K Buy
+45
New +$3.68K ﹤0.01% 1282