Corient Private Wealth’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 | $5.17M | Buy |
25,713
+3,736
| +17% | +$751K | 0.01% | 752 |
|
|
2025
Q1 | $3.8M | Sell |
21,977
-1,713
| -7% | -$296K | 0.01% | 756 |
|
|
2024
Q4 | $3.8M | Sell |
23,690
-693
| -3% | -$111K | 0.01% | 779 |
|
|
2024
Q3 | $4.16M | Sell |
24,383
-5,524
| -18% | -$942K | 0.01% | 786 |
|
|
2024
Q2 | $5.04M | Sell |
29,907
-756
| -2% | -$127K | 0.01% | 708 |
|
|
2024
Q1 | $4.78M | Sell |
30,663
-410
| -1% | -$63.9K | 0.01% | 714 |
|
|
2023
Q4 | $4.54M | Buy |
31,073
+158
| +0.5% | +$23.1K | 0.01% | 720 |
|
|
2023
Q3 | $3.78M | Sell |
30,915
-495
| -2% | -$60.5K | 0.01% | 702 |
|
|
2023
Q2 | $4.24M | Sell |
31,410
-1,038
| -3% | -$140K | 0.01% | 675 |
|
|
2023
Q1 | $4.38M | Buy |
32,448
+2,988
| +10% | +$403K | 0.01% | 625 |
|
|
2022
Q4 | $3.49M | Buy |
+29,460
| New | +$3.49M | 0.01% | 571 |
|