HighTower Advisors’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 | $2.25M | Buy |
11,195
+48
| +0.4% | +$9.65K | ﹤0.01% | 1506 |
|
|
2025
Q1 | $1.93M | Sell |
11,147
-202
| -2% | -$34.9K | ﹤0.01% | 1545 |
|
|
2024
Q4 | $1.82M | Buy |
11,349
+102
| +0.9% | +$16.4K | ﹤0.01% | 1569 |
|
|
2024
Q3 | $1.92M | Sell |
11,247
-9,588
| -46% | -$1.64M | ﹤0.01% | 1544 |
|
|
2024
Q2 | $3.52M | Sell |
20,835
-125
| -0.6% | -$21.1K | 0.01% | 1152 |
|
|
2024
Q1 | $3.27M | Sell |
20,960
-456
| -2% | -$71.1K | 0.01% | 1165 |
|
|
2023
Q4 | $3.12M | Buy |
21,416
+36
| +0.2% | +$5.25K | 0.01% | 1196 |
|
|
2023
Q3 | $2.62M | Buy |
21,380
+1,961
| +10% | +$240K | ﹤0.01% | 1234 |
|
|
2023
Q2 | $2.62M | Buy |
19,419
+1,321
| +7% | +$178K | 0.01% | 1200 |
|
|
2023
Q1 | $2.44M | Buy |
18,098
+9,714
| +116% | +$1.31M | 0.01% | 1171 |
|
|
2022
Q4 | $989K | Buy |
8,384
+1,056
| +14% | +$125K | ﹤0.01% | 1676 |
|
|
2022
Q3 | $780K | Buy |
7,328
+201
| +3% | +$21.4K | ﹤0.01% | 1751 |
|
|
2022
Q2 | $771K | Buy |
7,127
+57
| +0.8% | +$6.17K | ﹤0.01% | 1785 |
|
|
2022
Q1 | $800K | Sell |
7,070
-1,022
| -13% | -$116K | ﹤0.01% | 1880 |
|
|
2021
Q4 | $1.01M | Sell |
8,092
-500
| -6% | -$62.2K | ﹤0.01% | 1748 |
|
|
2021
Q3 | $991K | Buy |
8,592
+150
| +2% | +$17.3K | ﹤0.01% | 1657 |
|
|
2021
Q2 | $871K | Sell |
8,442
-4,441
| -34% | -$458K | ﹤0.01% | 1718 |
|
|
2021
Q1 | $1.17M | Buy |
12,883
+246
| +2% | +$22.2K | ﹤0.01% | 1473 |
|
|
2020
Q4 | $1.08M | Buy |
12,637
+8,797
| +229% | +$748K | ﹤0.01% | 1213 |
|
|
2020
Q3 | $318K | Sell |
3,840
-68
| -2% | -$5.63K | ﹤0.01% | 1785 |
|
|
2020
Q2 | $276K | Buy |
3,908
+315
| +9% | +$22.2K | ﹤0.01% | 1775 |
|
|
2020
Q1 | $252K | Sell |
3,593
-2,507
| -41% | -$176K | ﹤0.01% | 1640 |
|
|
2019
Q4 | $454K | Buy |
6,100
+1,666
| +38% | +$124K | ﹤0.01% | 1489 |
|
|
2019
Q3 | $308K | Sell |
4,434
-8,906
| -67% | -$619K | ﹤0.01% | 1769 |
|
|
2019
Q2 | $888K | Buy |
13,340
+2,848
| +27% | +$190K | 0.01% | 1240 |
|
|
2019
Q1 | $643K | Sell |
10,492
-4,585
| -30% | -$281K | ﹤0.01% | 1327 |
|
|
2018
Q4 | $748K | Buy |
15,077
+10,531
| +232% | +$522K | 0.01% | 1162 |
|
|
2018
Q3 | $239K | Sell |
4,546
-190
| -4% | -$9.99K | ﹤0.01% | 1849 |
|
|
2018
Q2 | $217K | Sell |
4,736
-96
| -2% | -$4.4K | ﹤0.01% | 1856 |
|
|
2018
Q1 | $214K | Sell |
4,832
-395
| -8% | -$17.5K | ﹤0.01% | 1832 |
|
|
2017
Q4 | $262K | Sell |
5,227
-39,719
| -88% | -$1.99M | ﹤0.01% | 1763 |
|
|
2017
Q3 | $2.36M | Buy |
44,946
+2,504
| +6% | +$132K | 0.02% | 760 |
|
|
2017
Q2 | $2.25M | Sell |
42,442
-13,604
| -24% | -$720K | 0.02% | 763 |
|
|
2017
Q1 | $2.76M | Sell |
56,046
-16,576
| -23% | -$816K | 0.03% | 640 |
|
|
2016
Q4 | $3.64M | Buy |
72,622
+2,661
| +4% | +$133K | 0.04% | 500 |
|
|
2016
Q3 | $3.28M | Buy |
69,961
+768
| +1% | +$36K | 0.04% | 500 |
|
|
2016
Q2 | $3.18M | Buy |
69,193
+693
| +1% | +$31.8K | 0.04% | 478 |
|
|
2016
Q1 | $3.14M | Buy |
68,500
+2,895
| +4% | +$133K | 0.01% | 503 |
|
|
2015
Q4 | $2.85M | Buy |
65,605
+1,498
| +2% | +$65K | 0.03% | 502 |
|
|
2015
Q3 | $2.94M | Buy |
64,107
+3,879
| +6% | +$178K | 0.04% | 478 |
|
|
2015
Q2 | $2.7M | Buy |
60,228
+1,163
| +2% | +$52.2K | 0.04% | 450 |
|
|
2015
Q1 | $2.74M | Buy |
59,065
+4,265
| +8% | +$198K | 0.04% | 488 |
|
|
2014
Q4 | $2.53M | Buy |
54,800
+4,285
| +8% | +$198K | 0.04% | 508 |
|
|
2014
Q3 | $2.1M | Buy |
50,515
+1,402
| +3% | +$58.3K | 0.04% | 542 |
|
|
2014
Q2 | $2.04M | Buy |
49,113
+4,418
| +10% | +$184K | 0.04% | 560 |
|
|
2014
Q1 | $1.75M | Buy |
44,695
+4,421
| +11% | +$173K | 0.03% | 556 |
|
|
2013
Q4 | $1.74M | Buy |
40,274
+27,999
| +228% | +$1.21M | 0.04% | 515 |
|
|
2013
Q3 | $492K | Buy |
12,275
+2,250
| +22% | +$90.2K | 0.01% | 834 |
|
|
2013
Q2 | $373K | Buy |
+10,025
| New | +$373K | 0.01% | 903 |
|