First Business Financial Services’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 | $793K | Hold |
3,942
| – | – | 0.07% | 96 |
|
|
2025
Q1 | $681K | Hold |
3,942
| – | – | 0.07% | 101 |
|
|
2024
Q4 | $632K | Hold |
3,942
| – | – | 0.06% | 106 |
|
|
2024
Q3 | $673K | Hold |
3,942
| – | – | 0.07% | 98 |
|
|
2024
Q2 | $665K | Hold |
3,942
| – | – | 0.07% | 92 |
|
|
2024
Q1 | $614K | Sell |
3,942
-535
| -12% | -$83.4K | 0.07% | 98 |
|
|
2023
Q4 | $655K | Sell |
4,477
-900
| -17% | -$132K | 0.08% | 95 |
|
|
2023
Q3 | $658K | Buy |
+5,377
| New | +$658K | 0.08% | 97 |
|
|
2023
Q2 | – | Sell |
-5,380
| Closed | -$726K | – | 178 |
|
|
2023
Q1 | $726K | Hold |
5,380
| – | – | 0.09% | 88 |
|
|
2022
Q4 | $637K | Hold |
5,380
| – | – | 0.09% | 92 |
|
|
2022
Q3 | $573K | Hold |
5,380
| – | – | 0.08% | 92 |
|
|
2022
Q2 | $582K | Hold |
5,380
| – | – | 0.08% | 94 |
|
|
2022
Q1 | $607K | Hold |
5,380
| – | – | 0.07% | 95 |
|
|
2021
Q4 | $668K | Hold |
5,380
| – | – | 0.07% | 98 |
|
|
2021
Q3 | $617K | Hold |
5,380
| – | – | 0.07% | 98 |
|
|
2021
Q2 | $554K | Buy |
5,380
+357
| +7% | +$36.8K | 0.06% | 98 |
|
|
2021
Q1 | $456K | Buy |
5,023
+489
| +11% | +$44.4K | 0.06% | 95 |
|
|
2020
Q4 | $385K | Hold |
4,534
| – | – | 0.06% | 95 |
|
|
2020
Q3 | $375K | Hold |
4,534
| – | – | 0.06% | 88 |
|
|
2020
Q2 | $320K | Sell |
4,534
-768
| -14% | -$54.2K | 0.06% | 94 |
|
|
2020
Q1 | $373K | Hold |
5,302
| – | – | 0.07% | 78 |
|
|
2019
Q4 | $394K | Hold |
5,302
| – | – | 0.06% | 92 |
|
|
2019
Q3 | $368K | Hold |
5,302
| – | – | 0.06% | 89 |
|
|
2019
Q2 | $355K | Buy |
+5,302
| New | +$355K | 0.06% | 91 |
|