Hantz 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 | $12K | Hold |
60
| – | – | ﹤0.01% | 1458 |
|
|
2025
Q1 | $10K | Sell |
60
-26
| -30% | -$4.33K | ﹤0.01% | 974 |
|
|
2024
Q4 | $14K | Sell |
86
-10
| -10% | -$1.63K | ﹤0.01% | 788 |
|
|
2024
Q3 | $16K | Sell |
96
-26
| -21% | -$4.33K | ﹤0.01% | 746 |
|
|
2024
Q2 | $21K | Sell |
122
-23
| -16% | -$3.96K | ﹤0.01% | 730 |
|
|
2024
Q1 | $23K | Hold |
145
| – | – | ﹤0.01% | 734 |
|
|
2023
Q4 | $21K | Sell |
145
-19
| -12% | -$2.75K | ﹤0.01% | 728 |
|
|
2023
Q3 | $20K | Sell |
164
-43
| -21% | -$5.24K | ﹤0.01% | 731 |
|
|
2023
Q2 | $28K | Sell |
207
-47
| -19% | -$6.36K | ﹤0.01% | 680 |
|
|
2023
Q1 | $34K | Hold |
254
| – | – | ﹤0.01% | 657 |
|
|
2022
Q4 | $30K | Sell |
254
-54
| -18% | -$6.38K | ﹤0.01% | 644 |
|
|
2022
Q3 | $33K | Hold |
308
| – | – | ﹤0.01% | 627 |
|
|
2022
Q2 | $33K | Sell |
308
-48
| -13% | -$5.14K | ﹤0.01% | 625 |
|
|
2022
Q1 | $40K | Sell |
356
-71
| -17% | -$7.98K | ﹤0.01% | 627 |
|
|
2021
Q4 | $53K | Sell |
427
-34,421
| -99% | -$4.27M | ﹤0.01% | 567 |
|
|
2021
Q3 | $3.99M | Sell |
34,848
-13,187
| -27% | -$1.51M | 0.13% | 186 |
|
|
2021
Q2 | $4.95M | Buy |
48,035
+673
| +1% | +$69.3K | 0.18% | 155 |
|
|
2021
Q1 | $4.3M | Sell |
47,362
-5,288
| -10% | -$480K | 0.18% | 161 |
|
|
2020
Q4 | $4.47M | Sell |
52,650
-578
| -1% | -$49.1K | 0.2% | 150 |
|
|
2020
Q3 | $4.41M | Sell |
53,228
-1,409
| -3% | -$117K | 0.22% | 135 |
|
|
2020
Q2 | $3.85M | Buy |
54,637
+1,427
| +3% | +$101K | 0.22% | 146 |
|
|
2020
Q1 | $3.75M | Buy |
+53,210
| New | +$3.75M | 0.26% | 126 |
|