Janney Montgomery Scott’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $502K | Sell |
5,487
-1,142
| -17% | -$120K | ﹤0.01% | 2043 |
|
|
2025
Q4 | $888K | Sell |
6,629
-51,661
| -89% | -$7.48M | ﹤0.01% | 1806 |
|
|
2025
Q3 | $9.2M | Sell |
58,290
-1,832
| -3% | -$342K | 0.02% | 650 |
|
|
2025
Q2 | $12.3M | Buy |
60,122
+52,705
| +711% | +$10M | 0.03% | 480 |
|
|
2025
Q1 | $1.3M | Sell |
7,417
-95
| -1% | -$16.4K | ﹤0.01% | 1388 |
|
|
2024
Q4 | $1.22M | Buy |
7,512
+476
| +7% | +$80.2K | ﹤0.01% | 1433 |
|
|
2024
Q3 | $1.22M | Buy |
7,036
+364
| +5% | +$61.4K | ﹤0.01% | 1393 |
|
|
2024
Q2 | $1.14M | Buy |
6,672
+410
| +7% | +$68K | ﹤0.01% | 1370 |
|
|
2024
Q1 | $991K | Buy |
6,262
+326
| +5% | +$50.7K | ﹤0.01% | 1531 |
|
|
2023
Q4 | $882K | Buy |
5,936
+412
| +7% | +$55.6K | ﹤0.01% | 1519 |
|
|
2023
Q3 | $686K | Buy |
+5,524
| New | +$728K | ﹤0.01% | 1567 |
|
|
2023
Q2 | – | Sell |
-2,789
| Closed | -$382K | – | 2739 |
|
|
2023
Q1 | $382K | Sell |
2,789
-31
| -1% | -$3.95K | ﹤0.01% | 1899 |
|
|
2022
Q4 | $339K | Buy |
+2,820
| New | +$325K | ﹤0.01% | 2031 |
|
|
2022
Q2 | – | Sell |
-2,257
| Closed | -$259K | – | 2447 |
|
|
2022
Q1 | $259K | Buy |
+2,257
| New | +$252K | ﹤0.01% | 1961 |
|
|
2020
Q1 | – | Sell |
-8,600
| Closed | -$649K | – | 2093 |
|
|
2019
Q4 | $649K | Sell |
8,600
-123
| -1% | -$8.96K | ﹤0.01% | 1293 |
|
|
2019
Q3 | $615K | Buy |
8,723
+785
| +10% | +$55.7K | ﹤0.01% | 1268 |
|
|
2019
Q2 | $539K | Buy |
7,938
+1,110
| +16% | +$73.5K | ﹤0.01% | 1390 |
|
|
2019
Q1 | $426K | Buy |
+6,828
| New | +$381K | ﹤0.01% | 1475 |
|
|
2018
Q1 | – | Sell |
-17,255
| Closed | -$873K | – | 2008 |
|
|
2017
Q4 | $873K | Buy |
17,255
+11,094
| +180% | +$580K | 0.01% | 1007 |
|
|
2017
Q3 | $328K | Buy |
+6,161
| New | +$329K | ﹤0.01% | 1460 |
|
Other funds holding TRI
TWC
TFHU
VCM
LFC
