Westwood Holdings 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-991,710
| Closed | -$64.3M | – | 480 |
|
2023
Q3 | $64.3M | Buy |
+991,710
| New | +$64.3M | 0.6% | 64 |
|
2023
Q1 | – | Sell |
-1,087,052
| Closed | -$53.1M | – | 600 |
|
2022
Q4 | $53.1M | Buy |
1,087,052
+70,342
| +7% | +$3.44M | 0.47% | 98 |
|
2022
Q3 | $55.3M | Buy |
1,016,710
+171,804
| +20% | +$9.34M | 0.65% | 59 |
|
2022
Q2 | $52.9M | Buy |
844,906
+123,419
| +17% | +$7.72M | 0.58% | 75 |
|
2022
Q1 | $67.8M | Buy |
721,487
+63,941
| +10% | +$6.01M | 0.63% | 60 |
|
2021
Q4 | $78.3M | Buy |
657,546
+419,869
| +177% | +$50M | 0.7% | 55 |
|
2021
Q3 | $23.8M | Buy |
+237,677
| New | +$23.8M | 0.26% | 130 |
|