Triangle Securities Wealth Management Advisors Inn.Circle Fd Iii Str Transaction History

Triangle Securities Wealth Management

$439 Million
Q4 2025

A detailed history of Triangle Securities Wealth Management transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Triangle Securities Wealth Management holds 260,049 shares of SAMT stock, worth $9.62 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares

260,049

Previous 262,393 0.89%

Holding current value

$9.62 Million

Previous $9.78 Million 1.59%

% of portfolio

2.19%

Previous 2.37%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$37.01 - $39.14 $86,751 - $91,744	-2,344 Reduced 0.89%	260,049 $9.62 Million
Q3 2025 Oct 15, 2025	SELL	$33.7 - $37.35 $487,672 - $540,491	-14,471 Reduced 5.23%	262,393 $9.78 Million
Q2 2025 Jul 10, 2025	BUY	$27.04 - $34.43 $67,681 - $86,178	2,503 Added 0.91%	276,864 $9.53 Million
Q1 2025 Apr 10, 2025	SELL	$28.43 - $33.08 $159,435 - $185,512	-5,608 Reduced 2.0%	274,361 $7.96 Million
Q4 2024 Jan 15, 2025	SELL	$27.63 - $31.15 $129,612 - $146,124	-4,691 Reduced 1.65%	279,969 $8.16 Million

Q3 2024 Nov 14, 2024	SELL	$25.22 - $27.75 $15,560 - $17,121	-617 Reduced 0.22%	284,660 $7.9 Million
Q2 2024 Jul 10, 2024	BUY	$24.51 - $26.5 $83,137 - $89,888	3,392 Added 1.2%	285,277 $7.47 Million
Q1 2024 Apr 10, 2024	BUY	$22.73 - $25.52 $61,120 - $68,623	2,689 Added 0.96%	281,885 $7.15 Million
Q4 2023 Jan 10, 2024	BUY	$22.04 - $23.49 $147,337 - $157,030	6,685 Added 2.45%	279,196 $6.44 Million
Q3 2023 Oct 10, 2023	BUY	$22.39 - $23.78 $113,002 - $120,017	5,047 Added 1.89%	272,511 $6.11 Million
Q2 2023 Jul 13, 2023	BUY	$21.83 - $23.33 $71,995 - $76,942	3,298 Added 1.25%	267,464 $6.24 Million
Q1 2023 Apr 20, 2023	BUY	$21.34 - $23.4 $431,814 - $473,499	20,235 Added 8.3%	264,166 $5.9 Million
Q4 2022 Jan 11, 2023	BUY	$21.79 - $24.23 $1.28 Million - $1.42 Million	58,552 Added 31.59%	243,931 $0
Q3 2022 Oct 19, 2022	BUY	$21.53 - $24.73 $3.99 Million - $4.58 Million	185,379 New	185,379 $3.99 Million

Others Institutions Holding SAMT

# of Institutions

Shares Held

6.19M

Call Options Held

Put Options Held

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About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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Triangle Securities Wealth Management Advisors Inn.Circle Fd Iii Str Transaction History