Financial Advocates Investment Management’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 | $531K | Buy |
2,643
+1,297
| +96% | +$261K | 0.04% | 345 |
|
|
2025
Q1 | $232K | Sell |
1,346
-175
| -12% | -$30.2K | 0.02% | 630 |
|
|
2024
Q4 | $244K | Buy |
1,521
+149
| +11% | +$23.9K | 0.01% | 649 |
|
|
2024
Q3 | $234K | Sell |
1,372
-1,599
| -54% | -$273K | 0.01% | 671 |
|
|
2024
Q2 | $501K | Buy |
2,971
+27
| +0.9% | +$4.55K | 0.03% | 433 |
|
|
2024
Q1 | $459K | Buy |
2,944
+28
| +1% | +$4.36K | 0.03% | 468 |
|
|
2023
Q4 | $428K | Buy |
2,916
+145
| +5% | +$21.3K | 0.03% | 460 |
|
|
2023
Q3 | $340K | Buy |
2,771
+98
| +4% | +$12K | 0.02% | 489 |
|
|
2023
Q2 | $361K | Buy |
2,673
+65
| +2% | +$8.78K | 0.03% | 468 |
|
|
2023
Q1 | $352K | Buy |
+2,608
| New | +$352K | 0.03% | 499 |
|