LPL Financial’s Tootsie Roll Industries TR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$596K Buy
13,951
+1,492
+12% +$58.4K ﹤0.01% 4607
2025
Q4
$443K Buy
12,459
+4,727
+61% +$179K ﹤0.01% 4827
2025
Q3
$315K Sell
7,732
-1,003
-11% -$37.9K ﹤0.01% 5014
2025
Q2
$284K Buy
8,735
+178
+2% +$5.71K ﹤0.01% 4813
2025
Q1
$262K Buy
8,557
+219
+3% +$6.53K ﹤0.01% 4673
2024
Q4
$254K Buy
8,338
+429
+5% +$12.7K ﹤0.01% 4659
2024
Q3
$231K Buy
7,909
+647
+9% +$18.4K ﹤0.01% 4626
2024
Q2
$209K Buy
+7,262
New +$205K ﹤0.01% 4538
2023
Q2
Sell
-7,042
Closed -$289K 4686
2023
Q1
$289K Buy
+7,042
New +$281K ﹤0.01% 3774
2018
Q3
Sell
-11,534
Closed -$281K 3306
2018
Q2
$281K Sell
11,534
-1,903
-14% -$43.9K ﹤0.01% 2710
2018
Q1
$312K Sell
13,437
-1,341
-9% -$34.8K ﹤0.01% 2572
2017
Q4
$412K Sell
14,778
-806
-5% -$22.6K ﹤0.01% 2222
2017
Q3
$454K Sell
15,584
-544
-3% -$15.4K ﹤0.01% 2020
2017
Q2
$431K Sell
16,128
-23,549
-59% -$655K ﹤0.01% 1987
2017
Q1
$1.14M Sell
39,677
-1,480
-4% -$42.5K 0.01% 1174
2016
Q4
$1.21M Sell
41,157
-934
-2% -$26K 0.01% 1088
2016
Q3
$1.12M Buy
42,091
+28,546
+211% +$797K 0.01% 1114
2016
Q2
$381K Buy
+13,545
New +$361K ﹤0.01% 1895

Other funds holding TR