Atria Investments’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 | $728K | Sell |
3,618
-74
| -2% | -$14.9K | 0.01% | 1216 |
|
|
2025
Q1 | $638K | Sell |
3,692
-885
| -19% | -$153K | 0.01% | 1226 |
|
|
2024
Q4 | $734K | Buy |
4,577
+93
| +2% | +$14.9K | 0.01% | 1139 |
|
|
2024
Q3 | $765K | Sell |
4,484
-2,969
| -40% | -$507K | 0.01% | 1115 |
|
|
2024
Q2 | $1.26M | Buy |
7,453
+998
| +15% | +$168K | 0.02% | 823 |
|
|
2024
Q1 | $1.01M | Buy |
+6,455
| New | +$1.01M | 0.01% | 959 |
|
|
2021
Q1 | – | Sell |
-12,868
| Closed | -$1.09M | – | 751 |
|
|
2020
Q4 | $1.09M | Buy |
12,868
+400
| +3% | +$34K | 0.03% | 645 |
|
|
2020
Q3 | $1.03M | Buy |
+12,468
| New | +$1.03M | 0.03% | 561 |
|
|
2020
Q1 | – | Sell |
-11,505
| Closed | -$855K | – | 1139 |
|
|
2019
Q4 | $855K | Buy |
11,505
+7,256
| +171% | +$539K | 0.02% | 596 |
|
|
2019
Q3 | $295K | Sell |
4,249
-1,737
| -29% | -$121K | 0.01% | 719 |
|
|
2019
Q2 | $413K | Buy |
+5,986
| New | +$413K | 0.02% | 633 |
|
|
2017
Q4 | – | Sell |
-6,328
| Closed | -$332K | – | 883 |
|
|
2017
Q3 | $332K | Buy |
6,328
+1,572
| +33% | +$82.5K | 0.02% | 576 |
|
|
2017
Q2 | $252K | Buy |
+4,756
| New | +$252K | 0.02% | 621 |
|