Laurel Wealth Advisors (North Carolina)’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 | $62K | Buy |
12,471
+12,409
| +20,015% | +$61.7K | ﹤0.01% | 538 |
|
|
2025
Q1 | $10.7K | Hold |
62
| – | – | ﹤0.01% | 467 |
|
|
2024
Q4 | $9.94K | Hold |
62
| – | – | ﹤0.01% | 487 |
|
|
2024
Q3 | $10.6K | Hold |
62
| – | – | ﹤0.01% | 456 |
|
|
2024
Q2 | $10.5K | Hold |
62
| – | – | ﹤0.01% | 425 |
|
|
2024
Q1 | $9.66K | Hold |
62
| – | – | ﹤0.01% | 435 |
|
|
2023
Q4 | $9.07K | Hold |
62
| – | – | ﹤0.01% | 405 |
|
|
2023
Q3 | $7.58K | Hold |
62
| – | – | ﹤0.01% | 425 |
|
|
2023
Q2 | $8.37K | Sell |
62
-1
| -2% | -$135 | ﹤0.01% | 416 |
|
|
2023
Q1 | $8.46K | Hold |
63
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $7.42K | Hold |
63
| – | – | ﹤0.01% | 400 |
|
|
2022
Q3 | $7K | Hold |
63
| – | – | ﹤0.01% | 403 |
|
|
2022
Q2 | $7K | Hold |
63
| – | – | ﹤0.01% | 410 |
|
|
2022
Q1 | $7K | Hold |
63
| – | – | ﹤0.01% | 442 |
|
|
2021
Q4 | $8K | Hold |
63
| – | – | ﹤0.01% | 433 |
|
|
2021
Q3 | $7K | Hold |
63
| – | – | ﹤0.01% | 443 |
|
|
2021
Q2 | $6K | Hold |
63
| – | – | ﹤0.01% | 528 |
|
|
2021
Q1 | $6K | Hold |
63
| – | – | ﹤0.01% | 482 |
|
|
2020
Q4 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 487 |
|