D.A. Davidson & Co’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 | $425K | Hold |
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|
2025
Q2 | $551K | Buy |
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|
2025
Q1 | $417K | Sell |
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|
2024
Q4 | $399K | Hold |
|
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $595K | Hold |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $521K | Hold |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $483K | Buy |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $335K | Buy |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $243K | Hold |
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|
2021
Q1 | $214K | Hold |
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|
2020
Q4 | $200K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $274K | Sell |
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|
2018
Q3 | $304K | Buy |
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $128K | Hold |
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|
2017
Q1 | $119K | Hold |
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|
2016
Q4 | $121K | Sell |
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|
2016
Q3 | $130K | Buy |
|
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|
2016
Q2 | $66K | Hold |
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|
2016
Q1 | $66K | Sell |
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|
2015
Q4 | $71K | Buy |
|
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|
2015
Q3 | $70K | Sell |
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|
2015
Q2 | $66K | Buy |
|
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|
2015
Q1 | $9K | Sell |
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|
2014
Q4 | $14K | Sell |
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|
2014
Q3 | $468K | Sell |
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|
2014
Q2 | $575K | Buy |
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|
2014
Q1 | $534K | Hold |
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|
2013
Q4 | $591K | Hold |
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|
2013
Q3 | $547K | Buy |
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|
2013
Q2 | $477K | Buy |
|