Jackson Grant Investment Advisers’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
Q3 | $569K | Hold |
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|
2025
Q2 | $735K | Hold |
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|
2025
Q1 | $632K | Hold |
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|
2024
Q4 | $588K | Hold |
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|
2024
Q3 | $626K | Hold |
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|
2024
Q2 | $618K | Hold |
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|
2024
Q1 | $571K | Hold |
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|
2023
Q4 | $538K | Hold |
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|
2023
Q3 | $450K | Hold |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $495K | Hold |
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|
2022
Q4 | $434K | Hold |
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|
2022
Q3 | $390K | Hold |
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|
2022
Q2 | $396K | Hold |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $420K | Hold |
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|
2021
Q2 | $378K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $311K | Hold |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $259K | Hold |
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|
2020
Q1 | $258K | Buy |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q3 | $252K | Buy |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | $179K | Sell |
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|
2018
Q3 | $187K | Buy |
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|
2018
Q2 | $164K | Buy |
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|
2018
Q1 | $156K | Buy |
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|
2017
Q4 | $175K | Buy |
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|
2017
Q3 | $99K | Buy |
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