TY TRI CONTL CORP COM

Ownership history in Shaker Financial Services, LLC  ·  55 quarters on record

This page tracks every 13F SEC filing in which Shaker Financial Services, LLC reported a position in TRI CONTL CORP COM (TY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.58% (2018 Q3)
Avg. % of fund
1.51%
First filed
2011 Q1
Last filed
2025 Q4
Quarters held
55
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 70,445 +57,763 +455.5% 0.73% $2.3M $32.37
2025 Q3 REDUCED 12,682 -149,668 -92.2% 0.15% $431K $33.43
2025 Q2 ADDED 162,350 +72,063 +79.8% 1.86% $5.1M $30.89
2025 Q1 REDUCED 90,287 -73,780 -45.0% 1.08% $2.8M $29.65
2024 Q4 ADDED 164,067 +3,010 +1.9% 1.99% $5.2M $30.36
2024 Q3 ADDED 161,057 +66,148 +69.7% 2.01% $5.3M $31.39
2024 Q2 ADDED 94,909 +25,434 +36.6% 1.19% $2.9M $29.16
2024 Q1 ADDED 69,475 +33,011 +90.5% 0.83% $2.1M $28.46
2023 Q4 REDUCED 36,464 -51,467 -58.5% 0.43% $1.1M $26.41
2023 Q3 ADDED 87,931 +17,185 +24.3% 1.09% $2.3M $24.11
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TY price (monthly, adj. close)
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