Lido Advisors’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 | $2.25M | Sell |
24,612
-20,489
| -45% | -$2.16M | 0.01% | 677 |
|
|
2025
Q4 | $6.58M | Buy |
45,101
+587
| +1% | +$85K | 0.03% | 394 |
|
|
2025
Q3 | $7.02M | Buy |
44,514
+21,925
| +97% | +$4.09M | 0.03% | 366 |
|
|
2025
Q2 | $4.61M | Buy |
22,589
+444
| +2% | +$84.6K | 0.02% | 392 |
|
|
2025
Q1 | $3.89M | Buy |
+22,145
| New | +$3.82M | 0.02% | 400 |
|
|
2024
Q4 | – | Sell |
-1,195
| Closed | -$207K | – | 1602 |
|
|
2024
Q3 | $207K | Sell |
1,195
-32
| -3% | -$5.4K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $210K | Buy |
+1,227
| New | +$203K | ﹤0.01% | 1272 |
|
|
2023
Q3 | – | Sell |
-1,631
| Closed | -$224K | – | 1313 |
|
|
2023
Q2 | $224K | Sell |
1,631
-340
| -17% | -$45.6K | ﹤0.01% | 1067 |
|
|
2023
Q1 | $270K | Sell |
1,971
-107
| -5% | -$13.6K | ﹤0.01% | 902 |
|
|
2022
Q4 | $250K | Sell |
2,078
-487
| -19% | -$56.1K | ﹤0.01% | 844 |
|
|
2022
Q3 | $277K | Sell |
2,565
-194
| -7% | -$22.5K | 0.01% | 781 |
|
|
2022
Q2 | $302K | Sell |
2,759
-1,495
| -35% | -$158K | 0.01% | 744 |
|
|
2022
Q1 | $487K | Sell |
4,254
-699
| -14% | -$78K | 0.01% | 613 |
|
|
2021
Q4 | $624K | Sell |
4,953
-39
| -0.8% | -$4.86K | 0.01% | 544 |
|
|
2021
Q3 | $581K | Buy |
4,992
+100
| +2% | +$11.7K | 0.01% | 534 |
|
|
2021
Q2 | $512K | Sell |
4,892
-212
| -4% | -$21.2K | 0.01% | 538 |
|
|
2021
Q1 | $471K | Sell |
5,104
-3,492
| -41% | -$311K | 0.01% | 517 |
|
|
2020
Q4 | $741K | Sell |
8,596
-725
| -8% | -$62.1K | 0.02% | 379 |
|
|
2020
Q3 | $783K | Sell |
9,321
-343
| -4% | -$26.7K | 0.03% | 307 |
|
|
2020
Q2 | $692K | Buy |
9,664
+195
| +2% | +$14.1K | 0.03% | 295 |
|
|
2020
Q1 | $677K | Buy |
+9,469
| New | +$738K | 0.04% | 277 |
|
|
2019
Q4 | – | Sell |
-10,689
| Closed | -$753K | – | 689 |
|
|
2019
Q3 | $753K | Buy |
10,689
+840
| +9% | +$59.6K | 0.06% | 265 |
|
|
2019
Q2 | $669K | Buy |
9,849
+690
| +8% | +$45.7K | 0.06% | 249 |
|
|
2019
Q1 | $571K | Buy |
9,159
+3,826
| +72% | +$214K | 0.05% | 270 |
|
|
2018
Q4 | $271K | Buy |
+5,333
| New | +$286K | 0.04% | 339 |
|
Other funds holding TRI
TWC
TFHU
VCM
LFC
