Wellington Management 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 |
-99,454
| Closed | -$5.75M | – | 2019 |
|
|
2025
Q1 | $5.75M | Sell |
99,454
-226,555
| -69% | -$13.1M | ﹤0.01% | 1344 |
|
|
2024
Q4 | $29.6M | Sell |
326,009
-64,378
| -16% | -$5.85M | 0.01% | 860 |
|
|
2024
Q3 | $31.1M | Sell |
390,387
-24,716
| -6% | -$1.97M | 0.01% | 836 |
|
|
2024
Q2 | $33.9M | Buy |
415,103
+3,306
| +0.8% | +$270K | 0.01% | 806 |
|
|
2024
Q1 | $32.7M | Sell |
411,797
-157,085
| -28% | -$12.5M | 0.01% | 831 |
|
|
2023
Q4 | $45.6M | Buy |
568,882
+17,380
| +3% | +$1.39M | 0.01% | 737 |
|
|
2023
Q3 | $35.7M | Sell |
551,502
-13,890
| -2% | -$900K | 0.01% | 791 |
|
|
2023
Q2 | $34.3M | Sell |
565,392
-178,318
| -24% | -$10.8M | 0.01% | 808 |
|
|
2023
Q1 | $43.2M | Sell |
743,710
-176,721
| -19% | -$10.3M | 0.01% | 727 |
|
|
2022
Q4 | $45M | Buy |
920,431
+24,144
| +3% | +$1.18M | 0.01% | 712 |
|
|
2022
Q3 | $48.7M | Sell |
896,287
-407,989
| -31% | -$22.2M | 0.01% | 678 |
|
|
2022
Q2 | $81.6M | Sell |
1,304,276
-127,861
| -9% | -$8M | 0.02% | 581 |
|
|
2022
Q1 | $135M | Buy |
1,432,137
+35,912
| +3% | +$3.38M | 0.02% | 521 |
|
|
2021
Q4 | $166M | Sell |
1,396,225
-239,236
| -15% | -$28.5M | 0.03% | 497 |
|
|
2021
Q3 | $164M | Buy |
1,635,461
+372,573
| +30% | +$37.3M | 0.03% | 491 |
|
|
2021
Q2 | $93.8M | Sell |
1,262,888
-561,847
| -31% | -$41.7M | 0.02% | 649 |
|
|
2021
Q1 | $141M | Sell |
1,824,735
-325,231
| -15% | -$25.2M | 0.02% | 508 |
|
|
2020
Q4 | $104M | Sell |
2,149,966
-299,135
| -12% | -$14.5M | 0.02% | 579 |
|
|
2020
Q3 | $76.3M | Buy |
2,449,101
+54,576
| +2% | +$1.7M | 0.02% | 584 |
|
|
2020
Q2 | $58.1M | Buy |
2,394,525
+122,122
| +5% | +$2.96M | 0.01% | 659 |
|
|
2020
Q1 | $59.1M | Buy |
2,272,403
+213,753
| +10% | +$5.56M | 0.02% | 583 |
|
|
2019
Q4 | $78.3M | Buy |
2,058,650
+209,447
| +11% | +$7.96M | 0.02% | 635 |
|
|
2019
Q3 | $59M | Sell |
1,849,203
-478,055
| -21% | -$15.2M | 0.01% | 685 |
|
|
2019
Q2 | $67.6M | Sell |
2,327,258
-301,565
| -11% | -$8.76M | 0.02% | 673 |
|
|
2019
Q1 | $77.3M | Buy |
2,628,823
+285,943
| +12% | +$8.4M | 0.02% | 610 |
|
|
2018
Q4 | $69.6M | Buy |
2,342,880
+397,055
| +20% | +$11.8M | 0.02% | 616 |
|
|
2018
Q3 | $74.3M | Sell |
1,945,825
-130,977
| -6% | -$5M | 0.02% | 680 |
|
|
2018
Q2 | $84.6M | Buy |
2,076,802
+661,622
| +47% | +$27M | 0.02% | 636 |
|
|
2018
Q1 | $58.3M | Sell |
1,415,180
-437,603
| -24% | -$18M | 0.01% | 731 |
|
|
2017
Q4 | $58.4M | Sell |
1,852,783
-129,658
| -7% | -$4.08M | 0.01% | 729 |
|
|
2017
Q3 | $63.9M | Buy |
1,982,441
+864,008
| +77% | +$27.9M | 0.01% | 681 |
|
|
2017
Q2 | $27.5M | Buy |
1,118,433
+46,667
| +4% | +$1.15M | 0.01% | 924 |
|
|
2017
Q1 | $27.7M | Buy |
1,071,766
+963,465
| +890% | +$24.9M | 0.01% | 922 |
|
|
2016
Q4 | $2.83M | Buy |
+108,301
| New | +$2.83M | ﹤0.01% | 1584 |
|
|
2016
Q2 | – | Sell |
-300,014
| Closed | -$4.75M | – | 2151 |
|
|
2016
Q1 | $4.75M | Hold |
300,014
| – | – | ﹤0.01% | 1368 |
|
|
2015
Q4 | $4.95M | Hold |
300,014
| – | – | ﹤0.01% | 1361 |
|
|
2015
Q3 | $5.04M | Hold |
300,014
| – | – | ﹤0.01% | 1350 |
|
|
2015
Q2 | $3.95M | Sell |
300,014
-992,798
| -77% | -$13.1M | ﹤0.01% | 1464 |
|
|
2015
Q1 | $17.7M | Sell |
1,292,812
-195,320
| -13% | -$2.67M | ﹤0.01% | 1078 |
|
|
2014
Q4 | $20.2M | Buy |
+1,488,132
| New | +$20.2M | 0.01% | 1043 |
|