Advisornet Financial’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84K | Hold |
34
| – | – | ﹤0.01% | 1564 |
|
|
2025
Q1 | $5.88K | Sell |
34
-7
| -17% | -$1.21K | ﹤0.01% | 1551 |
|
|
2024
Q4 | $6.58K | Sell |
41
-16
| -28% | -$2.57K | ﹤0.01% | 1404 |
|
|
2024
Q3 | $9.72K | Sell |
57
-33
| -37% | -$5.63K | ﹤0.01% | 1415 |
|
|
2024
Q2 | $15.2K | Sell |
90
-16
| -15% | -$2.7K | ﹤0.01% | 1173 |
|
|
2024
Q1 | $16.5K | Hold |
106
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q4 | $15.5K | Sell |
106
-54
| -34% | -$7.9K | ﹤0.01% | 1176 |
|
|
2023
Q3 | $19.6K | Buy |
160
+10
| +7% | +$1.22K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $20.2K | Sell |
150
-21
| -12% | -$2.83K | ﹤0.01% | 1090 |
|
|
2023
Q1 | $23K | Sell |
171
-205
| -55% | -$27.6K | ﹤0.01% | 1030 |
|
|
2022
Q4 | $44.5K | Sell |
376
-75
| -17% | -$8.87K | ﹤0.01% | 825 |
|
|
2022
Q3 | $48K | Sell |
451
-201
| -31% | -$21.4K | ﹤0.01% | 856 |
|
|
2022
Q2 | $70K | Sell |
652
-350
| -35% | -$37.6K | 0.01% | 776 |
|
|
2022
Q1 | $113K | Buy |
1,002
+724
| +260% | +$81.6K | 0.01% | 707 |
|
|
2021
Q4 | $34K | Sell |
278
-899
| -76% | -$110K | ﹤0.01% | 1128 |
|
|
2021
Q3 | $135K | Sell |
1,177
-511
| -30% | -$58.6K | 0.01% | 688 |
|
|
2021
Q2 | $174K | Buy |
1,688
+114
| +7% | +$11.8K | 0.01% | 619 |
|
|
2021
Q1 | $143K | Buy |
1,574
+29
| +2% | +$2.64K | 0.01% | 650 |
|
|
2020
Q4 | $131K | Buy |
1,545
+1
| +0.1% | +$85 | 0.01% | 613 |
|
|
2020
Q3 | $128K | Sell |
1,544
-12
| -0.8% | -$995 | 0.01% | 604 |
|
|
2020
Q2 | $110K | Sell |
1,556
-497
| -24% | -$35.1K | 0.01% | 642 |
|
|
2020
Q1 | $145K | Buy |
2,053
+29
| +1% | +$2.05K | 0.01% | 524 |
|
|
2019
Q4 | $150K | Sell |
2,024
-944
| -32% | -$70K | 0.01% | 576 |
|
|
2019
Q3 | $206K | Buy |
2,968
+66
| +2% | +$4.58K | 0.02% | 501 |
|
|
2019
Q2 | $194K | Buy |
2,902
+1,523
| +110% | +$102K | 0.02% | 454 |
|
|
2019
Q1 | $85K | Buy |
1,379
+135
| +11% | +$8.32K | 0.01% | 593 |
|
|
2018
Q4 | $62K | Buy |
1,244
+188
| +18% | +$9.37K | 0.01% | 630 |
|
|
2018
Q3 | $55K | Hold |
1,056
| – | – | 0.01% | 694 |
|
|
2018
Q2 | $49K | Buy |
1,056
+53
| +5% | +$2.46K | 0.01% | 705 |
|
|
2018
Q1 | $44K | Sell |
1,003
-31
| -3% | -$1.36K | 0.01% | 730 |
|
|
2017
Q4 | $52K | Buy |
+1,034
| New | +$52K | 0.01% | 648 |
|