Checchi Capital Advisers’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $336K | Sell |
3,679
-791
| -18% | -$83.4K | 0.02% | 449 |
|
|
2025
Q4 | $599K | Sell |
4,470
-424
| -9% | -$61.4K | 0.04% | 279 |
|
|
2025
Q3 | $772K | Sell |
4,894
-82
| -2% | -$15.3K | 0.05% | 250 |
|
|
2025
Q2 | $1.02M | Sell |
4,976
-151
| -3% | -$28.8K | 0.07% | 212 |
|
|
2025
Q1 | $899K | Sell |
5,127
-50
| -1% | -$8.63K | 0.06% | 226 |
|
|
2024
Q4 | $843K | Sell |
5,177
-18
| -0.3% | -$3.03K | 0.06% | 221 |
|
|
2024
Q3 | $900K | Sell |
5,195
-20
| -0.4% | -$3.38K | 0.07% | 212 |
|
|
2024
Q2 | $893K | Sell |
5,215
-43
| -0.8% | -$7.13K | 0.07% | 208 |
|
|
2024
Q1 | $832K | Sell |
5,258
-565
| -10% | -$87.9K | 0.07% | 222 |
|
|
2023
Q4 | $866K | Sell |
5,823
-136
| -2% | -$18.4K | 0.07% | 204 |
|
|
2023
Q3 | $741K | Buy |
5,959
+198
| +3% | +$26.1K | 0.07% | 211 |
|
|
2023
Q2 | $790K | Buy |
5,761
+93
| +2% | +$12.5K | 0.07% | 200 |
|
|
2023
Q1 | $777K | Hold |
5,668
| – | – | 0.08% | 199 |
|
|
2022
Q4 | $681K | Buy |
5,668
+493
| +10% | +$56.8K | 0.07% | 213 |
|
|
2022
Q3 | $560K | Buy |
5,175
+62
| +1% | +$7.19K | 0.06% | 243 |
|
|
2022
Q2 | $605K | Buy |
5,113
+19
| +0.4% | +$2.01K | 0.06% | 254 |
|
|
2022
Q1 | $584K | Buy |
5,094
+65
| +1% | +$7.26K | 0.06% | 238 |
|
|
2021
Q4 | $634K | Buy |
5,029
+7
| +0.1% | +$872 | 0.07% | 214 |
|
|
2021
Q3 | $585K | Buy |
5,022
+8
| +0.2% | +$932 | 0.07% | 213 |
|
|
2021
Q2 | $525K | Buy |
5,014
+183
| +4% | +$18.3K | 0.06% | 244 |
|
|
2021
Q1 | $446K | Sell |
4,831
-473
| -9% | -$42.1K | 0.06% | 264 |
|
|
2020
Q4 | $458K | Sell |
5,304
-221
| -4% | -$18.9K | 0.07% | 251 |
|
|
2020
Q3 | $464K | Buy |
5,525
+134
| +2% | +$10.4K | 0.08% | 216 |
|
|
2020
Q2 | $386K | Buy |
5,391
+83
| +2% | +$6K | 0.07% | 247 |
|
|
2020
Q1 | $380K | Buy |
5,308
+449
| +9% | +$35K | 0.08% | 211 |
|
|
2019
Q4 | $367K | Sell |
4,859
-460
| -9% | -$33.5K | 0.07% | 257 |
|
|
2019
Q3 | $375K | Sell |
5,319
-412
| -7% | -$29.3K | 0.08% | 253 |
|
|
2019
Q2 | $389K | Buy |
5,731
+323
| +6% | +$21.4K | 0.08% | 242 |
|
|
2019
Q1 | $337K | Sell |
5,408
-963
| -15% | -$53.8K | 0.07% | 268 |
|
|
2018
Q4 | $324K | Sell |
6,371
-74
| -1% | -$3.97K | 0.08% | 246 |
|
|
2018
Q3 | $342K | Buy |
6,445
+46
| +0.7% | +$2.3K | 0.07% | 289 |
|
|
2018
Q2 | $299K | Sell |
6,399
-74
| -1% | -$3.4K | 0.07% | 304 |
|
|
2018
Q1 | $290K | Sell |
6,473
-373
| -5% | -$17.8K | 0.07% | 303 |
|
|
2017
Q4 | $346K | Sell |
6,846
-223
| -3% | -$11.7K | 0.08% | 279 |
|
|
2017
Q3 | $376K | Sell |
7,069
-324
| -4% | -$17.3K | 0.1% | 229 |
|
|
2017
Q2 | $397K | Sell |
7,393
-458
| -6% | -$23.5K | 0.11% | 215 |
|
|
2017
Q1 | $394K | Sell |
7,851
-748
| -9% | -$38.2K | 0.11% | 222 |
|
|
2016
Q4 | $437K | Buy |
8,599
+658
| +8% | +$32.1K | 0.13% | 193 |
|
|
2016
Q3 | $381K | Buy |
7,941
+191
| +2% | +$9.25K | 0.11% | 207 |
|
|
2016
Q2 | $364K | Buy |
7,750
+234
| +3% | +$11.2K | 0.09% | 207 |
|
|
2016
Q1 | $353K | Sell |
7,516
-740
| -9% | -$31.8K | 0.09% | 209 |
|
|
2015
Q4 | $363K | Sell |
8,256
-15
| -0.2% | -$697 | 0.12% | 198 |
|
|
2015
Q3 | $386K | Sell |
8,271
-212
| -2% | -$9.67K | 0.13% | 170 |
|
|
2015
Q2 | $375K | Buy |
8,483
+659
| +8% | +$30.9K | 0.12% | 188 |
|
|
2015
Q1 | $368K | Sell |
7,824
-485
| -6% | -$22.3K | 0.13% | 180 |
|
|
2014
Q4 | $389K | Buy |
8,309
+1,475
| +22% | +$65.3K | 0.15% | 153 |
|
|
2014
Q3 | $289K | Buy |
6,834
+675
| +11% | +$29.2K | 0.12% | 183 |
|
|
2014
Q2 | $260K | Buy |
+6,159
| New | +$252K | 0.12% | 175 |
|
Other funds holding TRI
TWC
TFHU
VCM
LFC
