Key Financial Inc’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 | $553K | Hold |
2,753
| – | – | 0.11% | 157 |
|
|
2025
Q1 | $475K | Hold |
2,753
| – | – | 0.1% | 161 |
|
|
2024
Q4 | $442K | Hold |
2,753
| – | – | 0.1% | 160 |
|
|
2024
Q3 | $470K | Hold |
2,753
| – | – | 0.1% | 159 |
|
|
2024
Q2 | $464K | Sell |
2,753
-130
| -5% | -$21.9K | 0.11% | 150 |
|
|
2024
Q1 | $449K | Sell |
2,883
-929
| -24% | -$145K | 0.11% | 149 |
|
|
2023
Q4 | $560K | Sell |
3,812
-35
| -0.9% | -$5.14K | 0.15% | 112 |
|
|
2023
Q3 | $473K | Hold |
3,847
| – | – | 0.16% | 107 |
|
|
2023
Q2 | $520K | Buy |
+3,847
| New | +$520K | 0.17% | 105 |
|