Janney Montgomery Scott’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 | $12.3M | Buy |
61,065
+53,532
| +711% | +$10.8M | 0.03% | 480 |
|
|
2025
Q1 | $1.3M | Sell |
7,533
-97
| -1% | -$16.8K | ﹤0.01% | 1388 |
|
|
2024
Q4 | $1.22M | Buy |
7,630
+484
| +7% | +$77.6K | ﹤0.01% | 1433 |
|
|
2024
Q3 | $1.22M | Buy |
7,146
+369
| +5% | +$62.9K | ﹤0.01% | 1393 |
|
|
2024
Q2 | $1.14M | Buy |
6,777
+417
| +7% | +$70.3K | ﹤0.01% | 1370 |
|
|
2024
Q1 | $991K | Buy |
6,360
+331
| +5% | +$51.6K | ﹤0.01% | 1531 |
|
|
2023
Q4 | $882K | Buy |
6,029
+418
| +7% | +$61.2K | ﹤0.01% | 1519 |
|
|
2023
Q3 | $686K | Buy |
+5,611
| New | +$686K | ﹤0.01% | 1567 |
|
|
2023
Q2 | – | Sell |
-2,833
| Closed | -$382K | – | 2739 |
|
|
2023
Q1 | $382K | Sell |
2,833
-31
| -1% | -$4.18K | ﹤0.01% | 1899 |
|
|
2022
Q4 | $339K | Buy |
+2,864
| New | +$339K | ﹤0.01% | 2031 |
|
|
2022
Q2 | – | Sell |
-2,292
| Closed | -$259K | – | 2447 |
|
|
2022
Q1 | $259K | Buy |
+2,292
| New | +$259K | ﹤0.01% | 1961 |
|
|
2020
Q1 | – | Sell |
-8,734
| Closed | -$649K | – | 2093 |
|
|
2019
Q4 | $649K | Sell |
8,734
-126
| -1% | -$9.36K | ﹤0.01% | 1293 |
|
|
2019
Q3 | $615K | Buy |
8,860
+797
| +10% | +$55.3K | ﹤0.01% | 1268 |
|
|
2019
Q2 | $539K | Buy |
8,063
+1,128
| +16% | +$75.4K | ﹤0.01% | 1390 |
|
|
2019
Q1 | $426K | Buy |
+6,935
| New | +$426K | ﹤0.01% | 1475 |
|
|
2018
Q1 | – | Sell |
-17,526
| Closed | -$873K | – | 2008 |
|
|
2017
Q4 | $873K | Buy |
17,526
+11,268
| +180% | +$561K | 0.01% | 1007 |
|
|
2017
Q3 | $328K | Buy |
+6,258
| New | +$328K | ﹤0.01% | 1460 |
|