Financial Advocates Investment Management’s Thomson Reuters TRI Stock Holding History

Financial Advocates Investment Management’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$531K	Buy
2025 Q1	$232K	Sell
2024 Q4	$244K	Buy
2024 Q3	$234K	Sell
2024 Q2	$501K	Buy
2024 Q1	$459K	Buy
2023 Q4	$428K	Buy
2023 Q3	$340K	Buy
2023 Q2	$361K	Buy
2023 Q1	$352K	Buy