Cerity Partners’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 | $8.51M | Buy |
42,318
+172
| +0.4% | +$34.6K | 0.02% | 594 |
|
|
2025
Q1 | $7.28M | Buy |
42,146
+15,230
| +57% | +$2.63M | 0.01% | 592 |
|
|
2024
Q4 | $4.39M | Sell |
26,916
-638
| -2% | -$104K | 0.01% | 765 |
|
|
2024
Q3 | $4.7M | Buy |
27,554
+14,223
| +107% | +$2.43M | 0.01% | 721 |
|
|
2024
Q2 | $2.25M | Sell |
13,331
-6,017
| -31% | -$1.01M | 0.01% | 861 |
|
|
2024
Q1 | $3.02M | Buy |
19,348
+8,153
| +73% | +$1.27M | 0.01% | 813 |
|
|
2023
Q4 | $1.64M | Buy |
11,195
+5,681
| +103% | +$831K | 0.01% | 821 |
|
|
2023
Q3 | $674K | Sell |
5,514
-4,010
| -42% | -$491K | ﹤0.01% | 866 |
|
|
2023
Q2 | $1.29M | Buy |
9,524
+2,550
| +37% | +$344K | 0.01% | 846 |
|
|
2023
Q1 | $941K | Buy |
6,974
+2,797
| +67% | +$378K | ﹤0.01% | 1003 |
|
|
2022
Q4 | $494K | Sell |
4,177
-42
| -1% | -$4.97K | ﹤0.01% | 957 |
|
|
2022
Q3 | $449K | Sell |
4,219
-57
| -1% | -$6.07K | 0.01% | 751 |
|
|
2022
Q2 | $462K | Buy |
4,276
+2,000
| +88% | +$216K | 0.01% | 766 |
|
|
2022
Q1 | $256K | Sell |
2,276
-255
| -10% | -$28.7K | ﹤0.01% | 787 |
|
|
2021
Q4 | $314K | Buy |
+2,531
| New | +$314K | ﹤0.01% | 750 |
|