IFP 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 | $23.5K | Buy |
117
+31
| +36% | +$6.24K | ﹤0.01% | 2454 |
|
|
2025
Q1 | $14.9K | Sell |
86
-2
| -2% | -$346 | ﹤0.01% | 2426 |
|
|
2024
Q4 | $14.1K | Sell |
88
-505
| -85% | -$81K | ﹤0.01% | 2404 |
|
|
2024
Q3 | $101K | Sell |
593
-20
| -3% | -$3.41K | ﹤0.01% | 1398 |
|
|
2024
Q2 | $103K | Sell |
613
-33
| -5% | -$5.56K | ﹤0.01% | 1356 |
|
|
2024
Q1 | $101K | Sell |
646
-20
| -3% | -$3.12K | ﹤0.01% | 1284 |
|
|
2023
Q4 | $97.4K | Sell |
666
-51
| -7% | -$7.46K | ﹤0.01% | 1253 |
|
|
2023
Q3 | $87.7K | Sell |
717
-753
| -51% | -$92.1K | ﹤0.01% | 1321 |
|
|
2023
Q2 | $198K | Buy |
1,470
+761
| +107% | +$103K | 0.01% | 1027 |
|
|
2023
Q1 | $36.2K | Buy |
709
+505
| +248% | +$25.8K | ﹤0.01% | 1740 |
|
|
2022
Q4 | $26K | Sell |
204
-130
| -39% | -$16.6K | ﹤0.01% | 2697 |
|
|
2022
Q3 | $33K | Buy |
334
+47
| +16% | +$4.64K | ﹤0.01% | 2705 |
|
|
2022
Q2 | $15K | Hold |
287
| – | – | ﹤0.01% | 3110 |
|
|
2022
Q1 | $15K | Buy |
287
+107
| +59% | +$5.59K | ﹤0.01% | 3110 |
|
|
2021
Q4 | $22K | Hold |
180
| – | – | ﹤0.01% | 1877 |
|
|
2021
Q3 | $21K | Hold |
180
| – | – | ﹤0.01% | 1911 |
|
|
2021
Q2 | $18K | Hold |
180
| – | – | ﹤0.01% | 1981 |
|
|
2021
Q1 | $17K | Sell |
180
-67
| -27% | -$6.33K | ﹤0.01% | 1905 |
|
|
2020
Q4 | $22K | Hold |
247
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q3 | $22K | Hold |
247
| – | – | ﹤0.01% | 1613 |
|
|
2020
Q2 | $17K | Sell |
247
-845
| -77% | -$58.2K | ﹤0.01% | 1620 |
|
|
2020
Q1 | $69K | Buy |
1,092
+736
| +207% | +$46.5K | 0.01% | 979 |
|
|
2019
Q4 | $27K | Buy |
356
+8
| +2% | +$607 | ﹤0.01% | 1499 |
|
|
2019
Q3 | $23K | Buy |
+348
| New | +$23K | ﹤0.01% | 1707 |
|
|
2019
Q1 | $21K | Sell |
342
-913
| -73% | -$56.1K | ﹤0.01% | 1334 |
|
|
2018
Q4 | $62K | Sell |
1,255
-285
| -19% | -$14.1K | ﹤0.01% | 1477 |
|
|
2018
Q3 | $80K | Sell |
1,540
-243
| -14% | -$12.6K | ﹤0.01% | 1610 |
|
|
2018
Q2 | $82K | Sell |
1,783
-306
| -15% | -$14.1K | ﹤0.01% | 1590 |
|
|
2018
Q1 | $104K | Hold |
2,089
| – | – | ﹤0.01% | 1362 |
|
|
2017
Q4 | $104K | Sell |
2,089
-65
| -3% | -$3.24K | ﹤0.01% | 1361 |
|
|
2017
Q3 | $113K | Buy |
2,154
+439
| +26% | +$23K | ﹤0.01% | 1476 |
|
|
2017
Q2 | $91K | Buy |
1,715
+377
| +28% | +$20K | ﹤0.01% | 1564 |
|
|
2017
Q1 | $66K | Sell |
1,338
-77
| -5% | -$3.8K | ﹤0.01% | 1749 |
|
|
2016
Q4 | $71K | Buy |
1,415
+404
| +40% | +$20.3K | ﹤0.01% | 1663 |
|
|
2016
Q3 | $48K | Buy |
1,011
+359
| +55% | +$17K | ﹤0.01% | 1835 |
|
|
2016
Q2 | $30K | Buy |
652
+341
| +110% | +$15.7K | ﹤0.01% | 2075 |
|
|
2016
Q1 | $21K | Buy |
311
+234
| +304% | +$15.8K | ﹤0.01% | 1334 |
|
|
2015
Q4 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 3205 |
|