Farther Finance Advisors’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 | $840K | Sell |
4,175
-230
| -5% | -$46.3K | 0.02% | 671 |
|
|
2025
Q1 | $767K | Sell |
4,405
-142
| -3% | -$24.7K | 0.02% | 612 |
|
|
2024
Q4 | $729K | Sell |
4,547
-338
| -7% | -$54.2K | 0.03% | 470 |
|
|
2024
Q3 | $833K | Sell |
4,885
-740
| -13% | -$126K | 0.03% | 404 |
|
|
2024
Q2 | $945K | Buy |
5,625
+49
| +0.9% | +$8.24K | 0.05% | 316 |
|
|
2024
Q1 | $866K | Sell |
5,576
-4,375
| -44% | -$679K | 0.05% | 283 |
|
|
2023
Q4 | $1.46M | Buy |
9,951
+8,389
| +537% | +$1.23M | 0.1% | 179 |
|
|
2023
Q3 | $191K | Buy |
1,562
+1,553
| +17,256% | +$190K | 0.03% | 401 |
|
|
2023
Q2 | $1.22K | Hold |
9
| – | – | ﹤0.01% | 1912 |
|
|
2023
Q1 | $1.17K | Sell |
9
-1
| -10% | -$130 | ﹤0.01% | 1809 |
|
|
2022
Q4 | $1.14K | Buy |
+10
| New | +$1.14K | ﹤0.01% | 1616 |
|