Creative Planning’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 | $3.23M | Buy |
|
|||||
|
2025
Q2 | $4.14M | Buy |
|
|||||
|
2025
Q1 | $3.47M | Buy |
|
|||||
|
2024
Q4 | $3.05M | Buy |
|
|||||
|
2024
Q3 | $3.13M | Buy |
|
|||||
|
2024
Q2 | $2.84M | Buy |
|
|||||
|
2024
Q1 | $2.6M | Buy |
|
|||||
|
2023
Q4 | $2.22M | Buy |
|
|||||
|
2023
Q3 | $1.6M | Sell |
|
|||||
|
2023
Q2 | $1.91M | Buy |
|
|||||
|
2023
Q1 | $1.64M | Buy |
|
|||||
|
2022
Q4 | $1.05M | Sell |
|
|||||
|
2022
Q3 | $971K | Buy |
|
|||||
|
2022
Q2 | $669K | Buy |
|
|||||
|
2022
Q1 | $478K | Sell |
|
|||||
|
2021
Q4 | $528K | Buy |
|
|||||
|
2021
Q3 | $449K | Buy |
|
|||||
|
2021
Q2 | $392K | Sell |
|
|||||
|
2021
Q1 | $371K | Buy |
|
|||||
|
2020
Q4 | $270K | Buy |
|
|||||
|
2020
Q3 | $259K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $319K | Sell |
|
|||||
|
2019
Q4 | $565K | Buy |
|
|||||
|
2019
Q3 | $506K | Buy |
|
|||||
|
2019
Q2 | $360K | Buy |
|
|||||
|
2019
Q1 | $313K | Sell |
|
|||||
|
2018
Q4 | $264K | Buy |
|
|||||
|
2018
Q3 | $270K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $224K | Buy |
|
|||||
|
2017
Q3 | $213K | Buy |
|
|||||
|
2017
Q2 | $205K | Sell |
|
|||||
|
2017
Q1 | $248K | Buy |
|
|||||
|
2016
Q4 | $239K | Buy |
|
|||||
|
2016
Q3 | $160K | Sell |
|
|||||
|
2016
Q2 | $181K | Buy |
|
|||||
|
2016
Q1 | $138K | Buy |
|
|||||
|
2015
Q4 | $126K | Buy |
|
|||||
|
2015
Q3 | $134K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $84K | Sell |
|
|||||
|
2014
Q4 | $94K | Buy |
|
|||||
|
2014
Q3 | $38K | Sell |
|
|||||
|
2014
Q2 | $53K | Buy |
|
|||||
|
2014
Q1 | $36K | Buy |
|
|||||
|
2013
Q4 | $21K | Buy |
|
|||||
|
2013
Q3 | $17K | Hold |
|
|||||
|
2013
Q2 | $16K | Buy |
|