Capital Investment 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
Q3
$207K Hold
2025
Q2
$268K Sell
2025
Q1
$238K Sell
2024
Q4
$230K Sell
2024
Q3
$253K Sell
2024
Q2
$250K Buy
2024
Q1
$231K Hold
2023
Q4
$217K Sell
2023
Q3
$209K Buy