Beacon Pointe 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
Q2 | $2.43M | Sell |
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|
2025
Q1 | $2.12M | Sell |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.68M | Sell |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.36M | Hold |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $584K | Hold |
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|
2019
Q3 | $545K | Hold |
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|
2019
Q2 | $526K | Hold |
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|
2019
Q1 | $485K | Buy |
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|
2018
Q4 | $370K | Buy |
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