Triumph Capital Management Sells in Q4 2024

Triumph Capital Management

  • $270 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
-316K
- 81.97%
$7.63 - $16.88 $2.41M - $5.33M
69.4K $1.07M
AVGO
Broadcom Inc.

Technology
-4.51K
Closed
$159.67 - $250.0 $719K - $1.13M
0 $0
NVDA
Nvidia Corp

Technology
-8.88K
- 27.47%
$117.0 - $148.88 $1.04M - $1.32M
23.4K $3.15M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-48.4K
- 48.82%
$16.4 - $17.85 $793K - $863K
50.7K $888K
MSFT
Microsoft Corp

Technology
-1.43K
- 14.65%
$406.35 - $454.46 $582K - $651K
8.35K $3.52M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-21.1K
- 26.75%
$30.02 - $31.23 $635K - $660K
57.9K $1.79M
ARCC
Ares Capital Corp

Financial Services
-29.6K
- 40.9%
$20.74 - $22.27 $614K - $659K
42.7K $935K
APO
Apollo Global Management, Inc.

Financial Services
-5.4K
- 67.5%
$131.36 - $178.61 $709K - $964K
2.6K $429K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-34.9K
- 41.85%
$14.69 - $15.67 $513K - $547K
48.5K $735K
PLTR
Palantir Technologies Inc.

Technology
-41.7K
- 60.87%
$36.46 - $82.38 $1.52M - $3.44M
26.8K $2.03M
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
-6.38K
Closed
$70.08 - $76.74 $447K - $489K
0 $0
ECC
Eagle Point Credit CO Inc.

Financial Services
-38K
- 25.78%
$8.7 - $9.98 $331K - $380K
109K $972K
GBIL
Goldman Sachs Access Treasury

ETFs
-4.66K
- 36.19%
$99.85 - $100.22 $466K - $467K
8.22K $821K
SCHW
Schwab Charles Corp

Financial Services
-7.18K
- 64.23%
$63.31 - $82.85 $454K - $595K
4K $295K
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.19K
Closed
$125.36 - $147.37 $400K - $470K
0 $0
KKR
Kkr & Co. Inc.

Financial Services
-3.4K
- 48.57%
$129.87 - $162.87 $442K - $554K
3.6K $532K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.41K
- 29.0%
$96.64 - $101.23 $329K - $345K
8.34K $808K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.13K
- 34.39%
$91.29 - $91.8 $377K - $380K
7.89K $721K
POWL
Powell Industries Inc

Industrials
-1.71K
Closed
$221.65 - $352.37 $378K - $601K
0 $0
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.64K
- 25.25%
$100.22 - $100.73 $365K - $366K
10.8K $1.08M
AIG
American International Group, Inc.

Financial Services
-4.87K
- 55.55%
$70.0 - $79.22 $341K - $386K
3.9K $283K
FYX
First Tr Small Cap Core Alphad

ETFs
-3.73K
- 27.78%
$96.51 - $110.53 $360K - $412K
9.7K $979K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.33K
- 6.43%
$50.37 - $50.6 $319K - $320K
92K $4.63M
AMAT
Applied Materials Inc

Technology
-1.72K
Closed
$161.44 - $213.89 $278K - $368K
0 $0
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.96K
Closed
$173.13 - $258.09 $338K - $505K
0 $0
STNE
Stone Co Ltd.

Technology
-28.4K
Closed
$7.88 - $11.59 $224K - $329K
0 $0
RGA
Reinsurance Group Of America Inc

Financial Services
-1.47K
Closed
$201.26 - $231.95 $295K - $340K
0 $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.82K
- 14.98%
$56.06 - $61.35 $270K - $296K
27.4K $1.55M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-545
- 30.03%
$563.99 - $620.12 $307K - $338K
1.27K $723K
ZETA
Zeta Global Holdings Corp.

Technology
-10.1K
Closed
$17.37 - $36.74 $176K - $373K
0 $0
SPOK
Spok Holdings, Inc

Healthcare
-19.7K
Closed
$14.47 - $17.05 $284K - $335K
0 $0
SG
Sweetgreen, Inc.

Consumer Cyclical
-8.28K
Closed
$31.7 - $43.97 $263K - $364K
0 $0
BLBD
Blue Bird Corp

Consumer Cyclical
-5.89K
Closed
$36.37 - $46.1 $214K - $272K
0 $0
AON
Aon PLC

Financial Services
-1K
- 16.53%
$344.14 - $393.31 $344K - $393K
5.05K $1.81M
DBX
Dropbox, Inc.

Technology
-10.8K
Closed
$25.05 - $30.8 $270K - $332K
0 $0
XLC
Select Sector Spdr Tr Communic

ETFs
-2.95K
Closed
$89.66 - $102.16 $265K - $301K
0 $0
BAC
Bank Of America Corp

Financial Services
-6.58K
Closed
$39.22 - $47.77 $258K - $314K
0 $0
IMAX
Imax Corp

Communication Services
-12.7K
Closed
$19.35 - $26.73 $245K - $339K
0 $0
DOW
Dow Inc.

Basic Materials
-4.69K
Closed
$39.1 - $55.34 $183K - $259K
0 $0
ZS
Zscaler, Inc.

Technology
-1.7K
- 28.97%
$166.99 - $211.99 $283K - $359K
4.16K $749K
VEEV
Veeva Systems Inc

Healthcare
-1.13K
Closed
$201.81 - $250.45 $228K - $283K
0 $0
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.43K
- 34.77%
$275.15 - $388.2 $394K - $556K
2.69K $918K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-6.12K
Closed
$35.94 - $36.85 $220K - $225K
0 $0
INMD
In Mode Ltd.

Healthcare
-13K
Closed
$14.88 - $19.53 $193K - $253K
0 $0
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-3.83K
Closed
N/A
0 $0
IIPR
Innovative Industrial Properties Inc

Real Estate
-1.57K
Closed
$66.64 - $135.61 $104K - $213K
0 $0
BX
Blackstone Inc.

Financial Services
-2.13K
- 25.99%
$148.45 - $199.05 $317K - $425K
6.08K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
-353
Closed
$485.52 - $625.25 $171K - $221K
0 $0
INTC
Intel Corp

Technology
-4.04K
- 11.3%
$19.07 - $26.23 $77.1K - $106K
31.7K $635K
Activity Summary
Buys All Purchases 155 New Holdings 39 Increased Positions 116 Sells All Sells 140 Reductions 107 Sold out 33 Options Calls 0 Puts 0
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