Empower Advisory Group’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 | $1.04M | Sell |
5,195
-291
| -5% | -$58.4K | ﹤0.01% | 240 |
|
|
2025
Q1 | $947K | Buy |
5,486
+1
| +0% | +$173 | ﹤0.01% | 239 |
|
|
2024
Q4 | $880K | Buy |
5,485
+290
| +6% | +$46.5K | ﹤0.01% | 253 |
|
|
2024
Q3 | $887K | Sell |
5,195
-237
| -4% | -$40.5K | ﹤0.01% | 243 |
|
|
2024
Q2 | $916K | Buy |
5,432
+3,845
| +242% | +$648K | ﹤0.01% | 232 |
|
|
2024
Q1 | $247K | Sell |
1,587
-672
| -30% | -$105K | ﹤0.01% | 450 |
|
|
2023
Q4 | $332K | Buy |
+2,259
| New | +$332K | ﹤0.01% | 372 |
|
|
2023
Q3 | – | Sell |
-1,587
| Closed | -$215K | – | 488 |
|
|
2023
Q2 | $215K | Buy |
1,587
+57
| +4% | +$7.71K | ﹤0.01% | 457 |
|
|
2023
Q1 | $208K | Buy |
+1,530
| New | +$208K | ﹤0.01% | 465 |
|