Advisornet Financial’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.97K | Hold |
32
| – | – | ﹤0.01% | 1840 |
|
|
2025
Q4 | $4.35K | Sell |
32
-1
| -3% | -$145 | ﹤0.01% | 1753 |
|
|
2025
Q3 | $5.28K | Hold |
33
| – | – | ﹤0.01% | 1683 |
|
|
2025
Q2 | $6.84K | Hold |
33
| – | – | ﹤0.01% | 1588 |
|
|
2025
Q1 | $5.88K | Sell |
33
-7
| -18% | -$1.21K | ﹤0.01% | 1574 |
|
|
2024
Q4 | $6.58K | Sell |
40
-16
| -29% | -$2.69K | ﹤0.01% | 1422 |
|
|
2024
Q3 | $9.72K | Sell |
56
-33
| -37% | -$5.57K | ﹤0.01% | 1426 |
|
|
2024
Q2 | $15.2K | Sell |
89
-15
| -14% | -$2.49K | ﹤0.01% | 1184 |
|
|
2024
Q1 | $16.5K | Hold |
104
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q4 | $15.5K | Sell |
104
-54
| -34% | -$7.29K | ﹤0.01% | 1176 |
|
|
2023
Q3 | $19.6K | Buy |
158
+10
| +7% | +$1.32K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $20.2K | Sell |
148
-20
| -12% | -$2.68K | ﹤0.01% | 1090 |
|
|
2023
Q1 | $23K | Sell |
168
-202
| -55% | -$25.8K | ﹤0.01% | 1030 |
|
|
2022
Q4 | $44.5K | Sell |
370
-74
| -17% | -$8.53K | ﹤0.01% | 825 |
|
|
2022
Q3 | $48K | Sell |
444
-198
| -31% | -$23K | ﹤0.01% | 863 |
|
|
2022
Q2 | $70K | Sell |
642
-344
| -35% | -$36.4K | 0.01% | 781 |
|
|
2022
Q1 | $113K | Buy |
986
+713
| +261% | +$79.6K | 0.01% | 713 |
|
|
2021
Q4 | $34K | Sell |
273
-886
| -76% | -$110K | ﹤0.01% | 1136 |
|
|
2021
Q3 | $135K | Sell |
1,159
-503
| -30% | -$58.6K | 0.01% | 691 |
|
|
2021
Q2 | $174K | Buy |
1,662
+112
| +7% | +$11.2K | 0.01% | 623 |
|
|
2021
Q1 | $143K | Buy |
1,550
+29
| +2% | +$2.58K | 0.01% | 654 |
|
|
2020
Q4 | $131K | Buy |
1,521
+1
| +0.1% | +$86 | 0.01% | 616 |
|
|
2020
Q3 | $128K | Sell |
1,520
-12
| -0.8% | -$934 | 0.01% | 607 |
|
|
2020
Q2 | $110K | Sell |
1,532
-490
| -24% | -$35.4K | 0.01% | 646 |
|
|
2020
Q1 | $145K | Buy |
2,022
+29
| +1% | +$2.26K | 0.01% | 526 |
|
|
2019
Q4 | $150K | Sell |
1,993
-929
| -32% | -$67.7K | 0.01% | 577 |
|
|
2019
Q3 | $206K | Buy |
2,922
+65
| +2% | +$4.62K | 0.02% | 503 |
|
|
2019
Q2 | $194K | Buy |
2,857
+1,499
| +110% | +$99.3K | 0.02% | 456 |
|
|
2019
Q1 | $85K | Buy |
1,358
+133
| +11% | +$7.43K | 0.01% | 593 |
|
|
2018
Q4 | $62K | Buy |
1,225
+185
| +18% | +$9.91K | 0.01% | 630 |
|
|
2018
Q3 | $55K | Hold |
1,040
| – | – | 0.01% | 694 |
|
|
2018
Q2 | $49K | Buy |
1,040
+52
| +5% | +$2.39K | 0.01% | 705 |
|
|
2018
Q1 | $44K | Sell |
988
-31
| -3% | -$1.48K | 0.01% | 730 |
|
|
2017
Q4 | $52K | Buy |
+1,019
| New | +$53.3K | 0.01% | 648 |
|
Other funds holding TRI
TWC
TFHU
VCM
LFC
