Hantz Financial Services’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55K	Sell	606 -51	-8%	-$5.38K	﹤0.01%	1522
2025 Q4	$88K	Buy	657 +598	+1,014%	+$86.6K	﹤0.01%	1202
2025 Q3	$9K	Hold	59	–	–	﹤0.01%	1880
2025 Q2	$12K	Hold	59	–	–	﹤0.01%	1458
2025 Q1	$10K	Sell	59 -26	-31%	-$4.49K	﹤0.01%	974
2024 Q4	$14K	Sell	85 -10	-11%	-$1.68K	﹤0.01%	788
2024 Q3	$16K	Sell	95 -25	-21%	-$4.22K	﹤0.01%	746
2024 Q2	$21K	Sell	120 -23	-16%	-$3.81K	﹤0.01%	730
2024 Q1	$23K	Hold	143	–	–	﹤0.01%	734
2023 Q4	$21K	Sell	143 -18	-11%	-$2.43K	﹤0.01%	728
2023 Q3	$20K	Sell	161 -43	-21%	-$5.67K	﹤0.01%	731
2023 Q2	$28K	Sell	204 -46	-18%	-$6.17K	﹤0.01%	680
2023 Q1	$34K	Hold	250	–	–	﹤0.01%	657
2022 Q4	$30K	Sell	250 -54	-18%	-$6.22K	﹤0.01%	644
2022 Q3	$33K	Hold	304	–	–	﹤0.01%	627
2022 Q2	$33K	Sell	304 -46	-13%	-$4.87K	﹤0.01%	625
2022 Q1	$40K	Sell	350 -70	-17%	-$7.81K	﹤0.01%	627
2021 Q4	$53K	Sell	420 -33,890	-99%	-$4.22M	﹤0.01%	567
2021 Q3	$3.99M	Sell	34,310 -12,983	-27%	-$1.51M	0.13%	186
2021 Q2	$4.95M	Buy	47,293 +662	+1%	+$66.4K	0.18%	155
2021 Q1	$4.3M	Sell	46,631 -5,206	-10%	-$463K	0.18%	161
2020 Q4	$4.47M	Sell	51,837 -569	-1%	-$48.7K	0.2%	150
2020 Q3	$4.41M	Sell	52,406 -1,387	-3%	-$108K	0.22%	135
2020 Q2	$3.85M	Buy	53,793 +1,404	+3%	+$102K	0.22%	146
2020 Q1	$3.75M	Buy	+52,389	New	+$4.08M	0.26%	126