Triumph Capital Management Closed Holding Positions

Triumph Capital Management

  • $270 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UNH
Unitedhealth Group Inc

Healthcare
Q4 2024 Filed on Feb 14, 2025
353
$485.52 - $625.25 $171K - $221K
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2024 Filed on Feb 14, 2025
2,951
$89.66 - $102.16 $265K - $301K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2024 Filed on Feb 14, 2025
1,955
$173.13 - $258.09 $338K - $505K
RGA
Reinsurance Group Of America Inc

Financial Services
Q4 2024 Filed on Feb 14, 2025
1,467
$201.26 - $231.95 $295K - $340K
POWL
Powell Industries Inc

Industrials
Q4 2024 Filed on Feb 14, 2025
1,706
$221.65 - $352.37 $378K - $601K
Neos ETF Trust
Q4 2024 Filed on Feb 14, 2025
38,442
N/A
DVY
Ishares Tr

ETFs
Q4 2024 Filed on Feb 14, 2025
1,500
$129.55 - $143.41 $194K - $215K
Innovator Etfs Trust
Q4 2024 Filed on Feb 14, 2025
7,588
N/A
SLF
Sun Life Financial Inc

Financial Services
Q3 2024 Filed on Feb 14, 2025
5,600
$47.07 - $58.09 $264K - $325K
Peakstone Realty Trust
Q3 2024 Filed on Feb 14, 2025
11,779
N/A
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q3 2024 Filed on Feb 14, 2025
6,674
$95.1 - $106.76 $635K - $713K
OCUL
Ocular Therapeutix, Inc

Healthcare
Q3 2024 Filed on Feb 14, 2025
30,761
$6.45 - $9.23 $198K - $284K
PSEC
Prospect Capital Corp

Financial Services
Q4 2024 Filed on Feb 14, 2025
18,368
$4.16 - $5.34 $76.4K - $98.1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2024 Filed on Feb 14, 2025
8,953
$64.35 - $75.71 $576K - $678K
Prospect Cap Corp
Q4 2024 Filed on Feb 14, 2025
11,000
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2024 Filed on Feb 14, 2025
6,049
$101.25 - $127.45 $612K - $771K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q3 2024 Filed on Feb 14, 2025
39,960
$38.04 - $45.36 $1.52M - $1.81M
XLY
Select Sector Spdr Consumer Di

ETFs
Q3 2024 Filed on Feb 14, 2025
3,282
$170.05 - $200.86 $558K - $659K
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2024 Filed on Feb 14, 2025
6,079
$72.51 - $98.6 $441K - $599K
SPOK
Spok Holdings, Inc

Healthcare
Q4 2024 Filed on Feb 14, 2025
19,651
$14.47 - $17.05 $284K - $335K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2024 Filed on Feb 14, 2025
6,226
$39.37 - $41.68 $245K - $259K
FYT
First Trust Small Cap

ETFs
Q2 2022 Filed on Aug 02, 2022
20,188
$42.85 - $51.39 $865K - $1.04M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
Q2 2022 Filed on Aug 02, 2022
44,459
$17.21 - $19.96 $765K - $887K
K
Kellogg CO

Consumer Defensive
Q2 2022 Filed on Aug 02, 2022
3,979
$65.31 - $74.53 $260K - $297K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2022 Filed on Aug 02, 2022
2,554
$121.65 - $143.48 $311K - $366K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
4,547
$144.34 - $178.7 $656K - $813K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
Q2 2022 Filed on Aug 02, 2022
43,530
$32.04 - $34.76 $1.39M - $1.51M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
Q2 2022 Filed on Aug 02, 2022
29,085
$20.92 - $23.9 $608K - $695K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
Q2 2022 Filed on Aug 02, 2022
6,766
$64.17 - $80.06 $434K - $542K
ED
Consolidated Edison Inc

Utilities
Q2 2022 Filed on Aug 02, 2022
2,584
$86.88 - $100.58 $224K - $260K
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
5,761
$34.78 - $51.9 $200K - $299K
Provision Hldg Inc Com
Q2 2022 Filed on Aug 02, 2022
808,000
N/A
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2022 Filed on Aug 02, 2022
3,436
$90.32 - $102.87 $310K - $353K
V
Visa Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
1,249
$189.05 - $227.74 $236K - $284K
FUBO
Fubo Tv Inc.

Communication Services
Q2 2022 Filed on Aug 02, 2022
38,570
$2.47 - $7.38 $95.3K - $285K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q2 2022 Filed on Aug 02, 2022
22,744
$26.66 - $39.25 $606K - $893K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
7,925
$113.44 - $123.09 $899K - $975K
DOCRF
Cloudmd Software & Svcs Inc
Q1 2022 Filed on May 03, 2022
16,022
N/A
SYBX
Synlogic, Inc.

Healthcare
Q1 2022 Filed on May 03, 2022
83,592
$1.63 - $2.55 $136K - $213K
SONO
Sonos Inc

Technology
Q1 2022 Filed on May 03, 2022
9,400
$22.2 - $30.95 $209K - $291K
AMGN
Amgen Inc

Healthcare
Q1 2022 Filed on May 03, 2022
2,776
$219.27 - $242.57 $609K - $673K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
Q1 2022 Filed on May 03, 2022
11,343
$39.76 - $46.73 $451K - $530K
KBH
Kb Home

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
22,134
$32.38 - $49.38 $717K - $1.09M
KNSL
Kinsale Capital Group, Inc.

Financial Services
Q1 2022 Filed on May 03, 2022
1,023
$184.09 - $232.19 $188K - $238K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on May 03, 2022
4,234
$38.09 - $52.41 $161K - $222K
OKE
Oneok Inc

Energy
Q1 2022 Filed on May 03, 2022
9,833
$58.53 - $72.27 $576K - $711K
IRBT
Irobot Corp

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
3,463
$54.05 - $72.91 $187K - $252K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2022 Filed on May 03, 2022
18,725
$33.67 - $39.47 $630K - $739K
SHLX
Shell Midstream Partners, L.P.

Energy
Q1 2022 Filed on May 03, 2022
37,293
$11.83 - $14.31 $441K - $534K
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