Farther Finance Advisors’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 | $640K | Sell |
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|
2025
Q2 | $840K | Sell |
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|
2025
Q1 | $767K | Sell |
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|
2024
Q4 | $729K | Sell |
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|
2024
Q3 | $833K | Sell |
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|
2024
Q2 | $945K | Buy |
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|
2024
Q1 | $866K | Sell |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $191K | Buy |
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|
2023
Q2 | $1.22K | Hold |
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|
2023
Q1 | $1.17K | Sell |
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|
2022
Q4 | $1.14K | Buy |
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