MAI Capital Management’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 | $82.5K | Buy |
410
+384
| +1,477% | +$77.2K | ﹤0.01% | 1502 |
|
|
2025
Q1 | $4.49K | Hold |
26
| – | – | ﹤0.01% | 2581 |
|
|
2024
Q4 | $4.17K | Buy |
+26
| New | +$4.17K | ﹤0.01% | 2669 |
|
|
2024
Q3 | – | Sell |
-1,419
| Closed | -$239K | – | 1198 |
|
|
2024
Q2 | $239K | Sell |
1,419
-87
| -6% | -$14.7K | ﹤0.01% | 1043 |
|
|
2024
Q1 | $235K | Buy |
+1,506
| New | +$235K | ﹤0.01% | 1035 |
|