Cambridge Investment Research Advisors’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 | $2.2M | Sell |
10,959
-318
| -3% | -$63.9K | 0.01% | 1364 |
|
|
2025
Q1 | $1.95M | Buy |
11,277
+776
| +7% | +$134K | 0.01% | 1376 |
|
|
2024
Q4 | $1.68M | Buy |
10,501
+53
| +0.5% | +$8.5K | 0.01% | 1486 |
|
|
2024
Q3 | $1.78M | Sell |
10,448
-14,254
| -58% | -$2.43M | 0.01% | 1439 |
|
|
2024
Q2 | $4.16M | Buy |
24,702
+14,523
| +143% | +$2.45M | 0.02% | 852 |
|
|
2024
Q1 | $1.59M | Sell |
10,179
-90
| -0.9% | -$14K | 0.01% | 1409 |
|
|
2023
Q4 | $1.5M | Buy |
10,269
+4,394
| +75% | +$643K | 0.01% | 1387 |
|
|
2023
Q3 | $719K | Sell |
5,875
-472
| -7% | -$57.8K | ﹤0.01% | 1794 |
|
|
2023
Q2 | $857K | Sell |
6,347
-82
| -1% | -$11.1K | ﹤0.01% | 1709 |
|
|
2023
Q1 | $868K | Sell |
6,429
-1,053
| -14% | -$142K | ﹤0.01% | 1667 |
|
|
2022
Q4 | $885K | Buy |
7,482
+144
| +2% | +$17K | ﹤0.01% | 1597 |
|
|
2022
Q3 | $781K | Buy |
7,338
+254
| +4% | +$27K | ﹤0.01% | 1643 |
|
|
2022
Q2 | $766K | Sell |
7,084
-16
| -0.2% | -$1.73K | ﹤0.01% | 1658 |
|
|
2022
Q1 | $802K | Sell |
7,100
-1,074
| -13% | -$121K | ﹤0.01% | 1734 |
|
|
2021
Q4 | $1.01M | Buy |
8,174
+160
| +2% | +$19.8K | ﹤0.01% | 1576 |
|
|
2021
Q3 | $918K | Sell |
8,014
-4,598
| -36% | -$527K | ﹤0.01% | 1603 |
|
|
2021
Q2 | $1.3M | Buy |
12,612
+3
| +0% | +$309 | 0.01% | 1358 |
|
|
2021
Q1 | $1.15M | Buy |
12,609
+927
| +8% | +$84.2K | 0.01% | 1334 |
|
|
2020
Q4 | $992K | Buy |
11,682
+459
| +4% | +$39K | 0.01% | 1304 |
|
|
2020
Q3 | $929K | Sell |
11,223
-719
| -6% | -$59.5K | 0.01% | 1231 |
|
|
2020
Q2 | $842K | Sell |
11,942
-180
| -1% | -$12.7K | 0.01% | 1223 |
|
|
2020
Q1 | $853K | Sell |
12,122
-11,977
| -50% | -$843K | 0.01% | 1057 |
|
|
2019
Q4 | $1.79M | Buy |
24,099
+1,848
| +8% | +$137K | 0.01% | 839 |
|
|
2019
Q3 | $1.54M | Buy |
+22,251
| New | +$1.54M | 0.01% | 857 |
|
|
2019
Q2 | – | Sell |
-14,241
| Closed | -$875K | – | 2350 |
|
|
2019
Q1 | $875K | Buy |
14,241
+1,611
| +13% | +$99K | 0.01% | 1108 |
|
|
2018
Q4 | $633K | Buy |
12,630
+1,856
| +17% | +$93K | 0.01% | 1198 |
|
|
2018
Q3 | $562K | Sell |
10,774
-422
| -4% | -$22K | 0.01% | 1371 |
|
|
2018
Q2 | $516K | Buy |
11,196
+2,309
| +26% | +$106K | 0.01% | 1384 |
|
|
2018
Q1 | $392K | Sell |
8,887
-455
| -5% | -$20.1K | ﹤0.01% | 1484 |
|
|
2017
Q4 | $465K | Sell |
9,342
-349
| -4% | -$17.4K | 0.01% | 1364 |
|
|
2017
Q3 | $508K | Sell |
9,691
-363
| -4% | -$19K | 0.01% | 1250 |
|
|
2017
Q2 | $532K | Buy |
10,054
+1,966
| +24% | +$104K | 0.01% | 1166 |
|
|
2017
Q1 | $399K | Buy |
8,088
+493
| +6% | +$24.3K | 0.01% | 1194 |
|
|
2016
Q4 | $380K | Sell |
7,595
-523
| -6% | -$26.2K | 0.01% | 1148 |
|
|
2016
Q3 | $384K | Buy |
+8,118
| New | +$384K | 0.01% | 1170 |
|