Greenleaf Trust’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 | $1.44M | Buy |
7,151
+354
| +5% | +$71.2K | 0.01% | 252 |
|
|
2025
Q1 | $1.17M | Buy |
6,797
+8
| +0.1% | +$1.38K | 0.01% | 288 |
|
|
2024
Q4 | $1.09M | Hold |
6,789
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $1.16M | Hold |
6,789
| – | – | 0.01% | 301 |
|
|
2024
Q2 | $1.14M | Hold |
6,789
| – | – | 0.01% | 278 |
|
|
2024
Q1 | $1.06M | Buy |
6,789
+11
| +0.2% | +$1.71K | 0.01% | 291 |
|
|
2023
Q4 | $991K | Buy |
6,778
+9
| +0.1% | +$1.32K | 0.01% | 298 |
|
|
2023
Q3 | $828K | Sell |
6,769
-3
| -0% | -$367 | 0.01% | 305 |
|
|
2023
Q2 | $914K | Hold |
6,772
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $914K | Hold |
6,772
| – | – | 0.01% | 301 |
|
|
2022
Q4 | $801K | Sell |
6,772
-63
| -0.9% | -$7.45K | 0.01% | 323 |
|
|
2022
Q3 | $728K | Sell |
6,835
-69
| -1% | -$7.35K | 0.01% | 297 |
|
|
2022
Q2 | $746K | Buy |
6,904
+148
| +2% | +$16K | 0.01% | 289 |
|
|
2022
Q1 | $763K | Hold |
6,756
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $838K | Hold |
6,756
| – | – | 0.01% | 289 |
|
|
2021
Q3 | $774K | Hold |
6,756
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $696K | Hold |
6,756
| – | – | 0.01% | 311 |
|
|
2021
Q1 | $614K | Buy |
+6,756
| New | +$614K | 0.01% | 323 |
|
|
2018
Q1 | – | Sell |
-5,160
| Closed | -$257K | – | 648 |
|
|
2017
Q4 | $257K | Hold |
5,160
| – | – | 0.01% | 374 |
|
|
2017
Q3 | $271K | Buy |
+5,160
| New | +$271K | 0.01% | 336 |
|