Avantax Advisory Services’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 | $946K | Buy |
4,705
+82
| +2% | +$16.5K | 0.01% | 1203 |
|
|
2025
Q1 | $799K | Sell |
4,623
-683
| -13% | -$118K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $851K | Buy |
5,306
+230
| +5% | +$36.9K | 0.01% | 1118 |
|
|
2024
Q3 | $866K | Sell |
5,076
-3,040
| -37% | -$519K | 0.01% | 1106 |
|
|
2024
Q2 | $1.37M | Buy |
8,116
+6,275
| +341% | +$1.06M | 0.01% | 817 |
|
|
2024
Q1 | $287K | Buy |
1,841
+173
| +10% | +$27K | ﹤0.01% | 1320 |
|
|
2023
Q4 | $244K | Buy |
+1,668
| New | +$244K | ﹤0.01% | 1351 |
|