LPL Financial’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
8,481
+173
| +2% | +$5.79K | ﹤0.01% | 4699 |
|
|
2025
Q1 | $262K | Buy |
8,308
+213
| +3% | +$6.71K | ﹤0.01% | 4566 |
|
|
2024
Q4 | $254K | Buy |
8,095
+416
| +5% | +$13.1K | ﹤0.01% | 4556 |
|
|
2024
Q3 | $231K | Buy |
7,679
+629
| +9% | +$18.9K | ﹤0.01% | 4532 |
|
|
2024
Q2 | $209K | Buy |
+7,050
| New | +$209K | ﹤0.01% | 4444 |
|
|
2023
Q2 | – | Sell |
-6,836
| Closed | -$289K | – | 4625 |
|
|
2023
Q1 | $289K | Buy |
+6,836
| New | +$289K | ﹤0.01% | 3751 |
|
|
2018
Q3 | – | Sell |
-11,198
| Closed | -$281K | – | 3285 |
|
|
2018
Q2 | $281K | Sell |
11,198
-1,847
| -14% | -$46.3K | ﹤0.01% | 2692 |
|
|
2018
Q1 | $312K | Sell |
13,045
-1,302
| -9% | -$31.1K | ﹤0.01% | 2555 |
|
|
2017
Q4 | $412K | Sell |
14,347
-783
| -5% | -$22.5K | ﹤0.01% | 2206 |
|
|
2017
Q3 | $454K | Sell |
15,130
-529
| -3% | -$15.9K | ﹤0.01% | 2012 |
|
|
2017
Q2 | $431K | Sell |
15,659
-22,862
| -59% | -$629K | ﹤0.01% | 1982 |
|
|
2017
Q1 | $1.14M | Sell |
38,521
-1,438
| -4% | -$42.6K | 0.01% | 1174 |
|
|
2016
Q4 | $1.21M | Sell |
39,959
-906
| -2% | -$27.5K | 0.01% | 1088 |
|
|
2016
Q3 | $1.12M | Buy |
40,865
+27,714
| +211% | +$758K | 0.01% | 1113 |
|
|
2016
Q2 | $381K | Buy |
+13,151
| New | +$381K | ﹤0.01% | 1895 |
|