Cetera Investment Advisers’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 | Buy |
10,969
+3,132
| +40% | +$629K | ﹤0.01% | 1773 |
|
|
2025
Q1 | $1.35M | Sell |
7,837
-106
| -1% | -$18.3K | ﹤0.01% | 2028 |
|
|
2024
Q4 | $1.27M | Buy |
7,943
+2,618
| +49% | +$420K | ﹤0.01% | 1990 |
|
|
2024
Q3 | $909K | Sell |
5,325
-1,628
| -23% | -$278K | ﹤0.01% | 2188 |
|
|
2024
Q2 | $1.17M | Sell |
6,953
-537
| -7% | -$90.5K | ﹤0.01% | 1963 |
|
|
2024
Q1 | $1.17M | Buy |
+7,490
| New | +$1.17M | ﹤0.01% | 1949 |
|