Wallace Advisory Group’s Triumph Financial, Inc. TFIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,837	Closed	-$258K	–	192
2025 Q1	$258K	Sell	2,837 -5	-0.2%	-$454	0.18%	154
2024 Q4	$226K	Sell	2,842 -172	-6%	-$13.7K	0.16%	162
2024 Q3	$246K	Hold	3,014	–	–	0.18%	149
2024 Q2	$246K	Buy	+3,014	New	+$246K	0.18%	150