Tri-Continental Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Tri-Continental Corporation (TY) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Tri-Continental Corporation
Tip: Access up to 7 years of quarterly data
All positions including Tri-Continental Corporation held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Tri-Continental Corporation by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $611k | 21k | 28.83 |
| 2023-09-30 | $563k | 21k | 26.59 |
| 2023-06-30 | $581k | 21k | 27.42 |
| 2023-03-31 | $568k | 21k | 26.55 |
| 2022-12-31 | $556k | 22k | 25.63 |
| 2022-09-30 | $554k | 22k | 25.55 |
| 2022-06-30 | $567k | 22k | 26.15 |
| 2022-03-31 | $669k | 22k | 30.86 |
| 2021-12-31 | $754k | 23k | 33.19 |
| 2021-09-30 | $759k | 23k | 33.38 |
| 2021-06-30 | $775k | 23k | 34.09 |
| 2021-03-31 | $737k | 23k | 32.43 |
| 2020-12-31 | $670k | 23k | 29.47 |
| 2020-09-30 | $590k | 23k | 25.93 |
| 2020-06-30 | $561k | 19k | 29.14 |
| 2020-03-31 | $475k | 23k | 20.91 |
| 2019-12-31 | $641k | 23k | 28.20 |
| 2019-09-30 | $619k | 23k | 27.23 |
| 2019-06-30 | $613k | 23k | 26.97 |
| 2019-03-31 | $598k | 23k | 26.30 |
| 2018-12-31 | $534k | 23k | 23.49 |
| 2018-09-30 | $633k | 23k | 27.84 |
| 2018-06-30 | $603k | 23k | 26.52 |
| 2018-03-31 | $598k | 23k | 26.30 |
| 2017-12-31 | $612k | 23k | 26.92 |
| 2017-09-30 | $581k | 23k | 25.56 |
| 2017-06-30 | $554k | 23k | 24.37 |
| 2017-03-31 | $526k | 23k | 23.14 |
| 2016-12-31 | $501k | 23k | 22.04 |
| 2016-09-30 | $486k | 23k | 21.38 |
| 2016-06-30 | $467k | 23k | 20.54 |
| 2016-03-31 | $454k | 23k | 19.97 |
| 2015-12-31 | $455k | 23k | 20.01 |
| 2015-09-30 | $444k | 23k | 19.53 |
| 2015-06-30 | $481k | 23k | 21.16 |
| 2015-03-31 | $493k | 23k | 21.68 |
| 2014-12-31 | $487k | 23k | 21.42 |
| 2014-09-30 | $475k | 23k | 20.89 |
| 2014-06-30 | $477k | 23k | 20.98 |
| 2014-03-31 | $457k | 23k | 20.10 |
| 2013-12-31 | $454k | 23k | 19.97 |