Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
|
|||||
|
2025
Q4 | $8.18K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $10.7K | Hold |
|
|||||
|
2024
Q4 | $9.94K | Hold |
|
|||||
|
2024
Q3 | $10.6K | Hold |
|
|||||
|
2024
Q2 | $10.5K | Hold |
|
|||||
|
2024
Q1 | $9.66K | Hold |
|
|||||
|
2023
Q4 | $9.07K | Hold |
|
|||||
|
2023
Q3 | $7.58K | Hold |
|
|||||
|
2023
Q2 | $8.37K | Sell |
|
|||||
|
2023
Q1 | $8.46K | Hold |
|
|||||
|
2022
Q4 | $7.42K | Hold |
|
|||||
|
2022
Q3 | $7K | Hold |
|
|||||
|
2022
Q2 | $7K | Hold |
|
|||||
|
2022
Q1 | $7K | Hold |
|
|||||
|
2021
Q4 | $8K | Hold |
|
|||||
|
2021
Q3 | $7K | Hold |
|
|||||
|
2021
Q2 | $6K | Hold |
|
|||||
|
2021
Q1 | $6K | Hold |
|
|||||
|
2020
Q4 | $5K | Buy |
|