JNBA Financial 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 | $121K | Hold |
602
| – | – | 0.01% | 204 |
|
|
2025
Q1 | $104K | Hold |
602
| – | – | 0.01% | 213 |
|
|
2024
Q4 | $96.5K | Hold |
602
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $103K | Hold |
602
| – | – | 0.01% | 220 |
|
|
2024
Q2 | $101K | Buy |
+602
| New | +$101K | 0.01% | 219 |
|
|
2016
Q4 | – | Sell |
-1,164
| Closed | -$55K | – | 1275 |
|
|
2016
Q3 | $55K | Buy |
+1,164
| New | +$55K | 0.01% | 512 |
|