IFP Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5K | Buy |
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|
2025
Q1 | $14.9K | Sell |
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|
2024
Q4 | $14.1K | Sell |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $103K | Sell |
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|
2024
Q1 | $101K | Sell |
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|
2023
Q4 | $97.4K | Sell |
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|
2023
Q3 | $87.7K | Sell |
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|
2023
Q2 | $198K | Buy |
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|
2023
Q1 | $36.2K | Buy |
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|
2022
Q4 | $26K | Sell |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $17K | Sell |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $17K | Sell |
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|
2020
Q1 | $69K | Buy |
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|
2019
Q4 | $27K | Buy |
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|
2019
Q3 | $23K | Buy |
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|
2019
Q1 | $21K | Sell |
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|
2018
Q4 | $62K | Sell |
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|
2018
Q3 | $80K | Sell |
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|
2018
Q2 | $82K | Sell |
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|
2018
Q1 | $104K | Hold |
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|
2017
Q4 | $104K | Sell |
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|
2017
Q3 | $113K | Buy |
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|
2017
Q2 | $91K | Buy |
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|
2017
Q1 | $66K | Sell |
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|
2016
Q4 | $71K | Buy |
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|
2016
Q3 | $48K | Buy |
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|
2016
Q2 | $30K | Buy |
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|
2016
Q1 | $21K | Buy |
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|
2015
Q4 | $3K | Buy |
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