B. Riley Wealth Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,062
| Closed | -$217K | – | 1176 |
|
|
2025
Q2 | $217K | Buy |
+1,062
| New | +$202K | 0.01% | 861 |
|
|
2024
Q4 | $220K | Sell |
1,354
-2,301
| -63% | -$388K | 0.01% | 1000 |
|
|
2024
Q3 | $632K | Sell |
3,655
-1,298
| -26% | -$219K | 0.02% | 660 |
|
|
2024
Q2 | $848K | Sell |
4,953
-303
| -6% | -$50.2K | 0.02% | 595 |
|
|
2024
Q1 | $653K | Buy |
5,256
+319
| +6% | +$49.6K | 0.02% | 667 |
|
|
2023
Q4 | $733K | Sell |
4,937
-319
| -6% | -$43.1K | 0.02% | 640 |
|
|
2023
Q3 | $653K | Buy |
5,256
+243
| +5% | +$32K | 0.02% | 667 |
|
|
2023
Q2 | $687K | Sell |
5,013
-227
| -4% | -$30.5K | 0.02% | 717 |
|
|
2023
Q1 | $718K | Buy |
5,240
+2,221
| +74% | +$283K | 0.02% | 667 |
|
|
2022
Q4 | $363K | Buy |
3,019
+322
| +12% | +$37.1K | 0.01% | 944 |
|
|
2022
Q3 | $292K | Buy |
+2,697
| New | +$313K | 0.01% | 1021 |
|
|
2021
Q4 | – | Sell |
-3,187
| Closed | -$370K | – | 1491 |
|
|
2021
Q3 | $370K | Buy |
+3,187
| New | +$371K | 0.01% | 930 |
|
|
2021
Q1 | – | Sell |
-4,200
| Closed | -$364K | – | 1413 |
|
|
2020
Q4 | $364K | Sell |
4,200
-4,487
| -52% | -$384K | 0.02% | 659 |
|
|
2020
Q3 | $726K | Buy |
8,687
+627
| +8% | +$48.8K | 0.04% | 400 |
|
|
2020
Q2 | $579K | Sell |
8,060
-137
| -2% | -$9.91K | 0.04% | 402 |
|
|
2020
Q1 | $587K | Buy |
8,197
+2,457
| +43% | +$191K | 0.05% | 350 |
|
|
2019
Q4 | $434K | Buy |
5,740
+811
| +16% | +$59.1K | 0.04% | 481 |
|
|
2019
Q3 | $348K | Buy |
+4,929
| New | +$350K | 0.03% | 538 |
|
|
2015
Q1 | – | Sell |
-544
| Closed | -$25 | – | 1870 |
|
|
2014
Q4 | $25 | Buy |
+544
| New | +$24.1K | ﹤0.01% | 2450 |
|
|
2014
Q3 | – | Sell |
-491
| Closed | -$20.7K | – | 1778 |
|
|
2014
Q2 | $20.7K | Buy |
+491
| New | +$20.1K | ﹤0.01% | 1459 |
|
Other funds holding TRI
TWC
TFHU
LFC
SFC
JFL