Capital Investment 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 | $268K | Sell |
1,333
-42
| -3% | -$8.45K | ﹤0.01% | 597 |
|
|
2025
Q1 | $238K | Sell |
1,375
-60
| -4% | -$10.4K | ﹤0.01% | 593 |
|
|
2024
Q4 | $230K | Sell |
1,435
-50
| -3% | -$8.02K | ﹤0.01% | 576 |
|
|
2024
Q3 | $253K | Sell |
1,485
-1
| -0.1% | -$171 | 0.01% | 564 |
|
|
2024
Q2 | $250K | Buy |
1,486
+1
| +0.1% | +$169 | 0.01% | 529 |
|
|
2024
Q1 | $231K | Hold |
1,485
| – | – | 0.01% | 553 |
|
|
2023
Q4 | $217K | Sell |
1,485
-223
| -13% | -$32.6K | 0.01% | 548 |
|
|
2023
Q3 | $209K | Buy |
+1,708
| New | +$209K | 0.01% | 542 |
|