BPA
Beacon Pointe Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
12,100
-195
| -2% | -$39.2K | 0.03% | 451 |
|
|
2025
Q1 | $2.12M | Sell |
12,295
-564
| -4% | -$97.4K | 0.02% | 446 |
|
|
2024
Q4 | $2.06M | Sell |
12,859
-280
| -2% | -$44.9K | 0.02% | 453 |
|
|
2024
Q3 | $2.24M | Sell |
13,139
-314
| -2% | -$53.6K | 0.03% | 442 |
|
|
2024
Q2 | $2.27M | Sell |
13,453
-832
| -6% | -$140K | 0.03% | 450 |
|
|
2024
Q1 | $2.23M | Buy |
14,285
+38
| +0.3% | +$5.92K | 0.02% | 471 |
|
|
2023
Q4 | $2.08M | Sell |
14,247
-431
| -3% | -$63K | 0.02% | 471 |
|
|
2023
Q3 | $1.8M | Sell |
14,678
-341
| -2% | -$41.7K | 0.02% | 479 |
|
|
2023
Q2 | $2.03M | Sell |
15,019
-406
| -3% | +$20.2K | 0.03% | 367 |
|
|
2023
Q1 | $2.01M | Buy |
15,425
+390
| +3% | +$50.8K | 0.03% | 392 |
|
|
2022
Q4 | $1.71M | Buy |
15,035
+170
| +1% | +$19.4K | 0.03% | 389 |
|
|
2022
Q3 | $1.53M | Sell |
14,865
-35
| -0.2% | -$3.63K | 0.03% | 370 |
|
|
2022
Q2 | $1.56M | Sell |
14,900
-409
| -3% | -$42.7K | 0.03% | 373 |
|
|
2022
Q1 | $1.67M | Sell |
15,309
-262
| -2% | -$28.6K | 0.02% | 486 |
|
|
2021
Q4 | $1.86M | Buy |
15,571
+336
| +2% | +$40.2K | 0.05% | 266 |
|
|
2021
Q3 | $1.68M | Sell |
15,235
-732
| -5% | -$80.8K | 0.04% | 307 |
|
|
2021
Q2 | $1.59M | Sell |
15,967
-331
| -2% | -$33K | 0.06% | 258 |
|
|
2021
Q1 | $1.43M | Sell |
16,298
-255
| -2% | -$22.3K | 0.09% | 174 |
|
|
2020
Q4 | $1.35M | Sell |
16,553
-440
| -3% | -$36.1K | 0.09% | 167 |
|
|
2020
Q3 | $1.36M | Hold |
16,993
| – | – | 0.13% | 139 |
|
|
2020
Q2 | $1.15M | Buy |
16,993
+296
| +2% | +$20.1K | 0.12% | 151 |
|
|
2020
Q1 | $1.14M | Buy |
16,697
+8,532
| +104% | +$580K | 0.18% | 116 |
|
|
2019
Q4 | $584K | Hold |
8,165
| – | – | 0.18% | 114 |
|
|
2019
Q3 | $545K | Hold |
8,165
| – | – | 0.24% | 98 |
|
|
2019
Q2 | $526K | Hold |
8,165
| – | – | 0.19% | 115 |
|
|
2019
Q1 | $485K | Buy |
8,165
+520
| +7% | +$30.9K | 0.18% | 114 |
|
|
2018
Q4 | $370K | Buy |
+7,645
| New | +$370K | 0.22% | 110 |
|