Baird Financial Group’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 | $7.95M | Buy |
39,548
+34,848
| +741% | +$7.01M | 0.01% | 575 |
|
|
2025
Q1 | $812K | Sell |
4,700
-39
| -0.8% | -$6.74K | ﹤0.01% | 1252 |
|
|
2024
Q4 | $760K | Sell |
4,739
-11
| -0.2% | -$1.76K | ﹤0.01% | 1259 |
|
|
2024
Q3 | $810K | Buy |
4,750
+11
| +0.2% | +$1.88K | ﹤0.01% | 1237 |
|
|
2024
Q2 | $799K | Sell |
4,739
-674
| -12% | -$114K | ﹤0.01% | 1254 |
|
|
2024
Q1 | $844K | Buy |
5,413
+96
| +2% | +$15K | ﹤0.01% | 1210 |
|
|
2023
Q4 | $777K | Buy |
5,317
+551
| +12% | +$80.6K | ﹤0.01% | 1207 |
|
|
2023
Q3 | $583K | Sell |
4,766
-369
| -7% | -$45.1K | ﹤0.01% | 1281 |
|
|
2023
Q2 | $693K | Sell |
5,135
-21
| -0.4% | -$2.83K | ﹤0.01% | 1232 |
|
|
2023
Q1 | $696K | Sell |
5,156
-635
| -11% | -$85.7K | ﹤0.01% | 1206 |
|
|
2022
Q4 | $685K | Sell |
5,791
-716
| -11% | -$84.7K | ﹤0.01% | 1173 |
|
|
2022
Q3 | $692K | Hold |
6,507
| – | – | ﹤0.01% | 1175 |
|
|
2022
Q2 | $703K | Sell |
6,507
-269
| -4% | -$29.1K | ﹤0.01% | 1219 |
|
|
2022
Q1 | $765K | Sell |
6,776
-432
| -6% | -$48.8K | ﹤0.01% | 1261 |
|
|
2021
Q4 | $894K | Sell |
7,208
-779
| -10% | -$96.6K | ﹤0.01% | 1242 |
|
|
2021
Q3 | $916K | Hold |
7,987
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q2 | $823K | Sell |
7,987
-4
| -0.1% | -$412 | ﹤0.01% | 1254 |
|
|
2021
Q1 | $726K | Sell |
7,991
-441
| -5% | -$40.1K | ﹤0.01% | 1244 |
|
|
2020
Q4 | $717K | Sell |
8,432
-167
| -2% | -$14.2K | ﹤0.01% | 1133 |
|
|
2020
Q3 | $711K | Buy |
8,599
+2,191
| +34% | +$181K | ﹤0.01% | 1052 |
|
|
2020
Q2 | $452K | Buy |
+6,408
| New | +$452K | ﹤0.01% | 1168 |
|