MML Investors Services’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 | $3.5M | Buy |
17,376
+1,228
| +8% | +$247K | 0.01% | 957 |
|
2025
Q1 | $2.79M | Sell |
16,148
-314
| -2% | -$54.3K | 0.01% | 1016 |
|
2024
Q4 | $2.64M | Buy |
16,462
+2,537
| +18% | +$407K | 0.01% | 989 |
|
2024
Q3 | $2.38M | Sell |
13,925
-5,761
| -29% | -$983K | 0.01% | 1006 |
|
2024
Q2 | $3.32M | Sell |
19,686
-802
| -4% | -$135K | 0.01% | 802 |
|
2024
Q1 | $3.19M | Buy |
20,488
+1,284
| +7% | +$200K | 0.01% | 839 |
|
2023
Q4 | $2.81M | Buy |
19,204
+2,280
| +13% | +$333K | 0.01% | 852 |
|
2023
Q3 | $2.07M | Buy |
16,924
+1,081
| +7% | +$132K | 0.01% | 889 |
|
2023
Q2 | $2.14M | Buy |
15,843
+2,291
| +17% | +$309K | 0.01% | 882 |
|
2023
Q1 | $1.83M | Buy |
13,552
+5,619
| +71% | +$758K | 0.01% | 812 |
|
2022
Q4 | $939K | Buy |
7,933
+378
| +5% | +$44.7K | 0.01% | 1185 |
|
2022
Q3 | $804K | Sell |
7,555
-1,552
| -17% | -$165K | 0.01% | 1168 |
|
2022
Q2 | $985K | Buy |
9,107
+254
| +3% | +$27.5K | 0.01% | 1049 |
|
2022
Q1 | $1M | Sell |
8,853
-375
| -4% | -$42.4K | 0.01% | 1094 |
|
2021
Q4 | $1.15M | Sell |
9,228
-13,394
| -59% | -$1.66M | 0.01% | 1006 |
|
2021
Q3 | $2.59M | Sell |
22,622
-13,095
| -37% | -$1.5M | 0.02% | 629 |
|
2021
Q2 | $3.68M | Buy |
35,717
+2,782
| +8% | +$287K | 0.03% | 484 |
|
2021
Q1 | $2.99M | Buy |
32,935
+3,500
| +12% | +$318K | 0.03% | 518 |
|
2020
Q4 | $2.5M | Buy |
29,435
+2,292
| +8% | +$195K | 0.03% | 505 |
|
2020
Q3 | $2.25M | Buy |
27,143
+1,487
| +6% | +$123K | 0.03% | 481 |
|
2020
Q2 | $1.81M | Buy |
25,656
+3,693
| +17% | +$260K | 0.02% | 534 |
|
2020
Q1 | $1.55M | Sell |
21,963
-2,728
| -11% | -$192K | 0.03% | 491 |
|
2019
Q4 | $1.83M | Buy |
24,691
+10,570
| +75% | +$785K | 0.03% | 507 |
|
2019
Q3 | $980K | Buy |
14,121
+2,825
| +25% | +$196K | 0.02% | 679 |
|
2019
Q2 | $755K | Buy |
11,296
+1,788
| +19% | +$120K | 0.01% | 839 |
|
2019
Q1 | $584K | Buy |
9,508
+1,999
| +27% | +$123K | 0.01% | 937 |
|
2018
Q4 | $376K | Buy |
7,509
+2,014
| +37% | +$101K | 0.01% | 1046 |
|
2018
Q3 | $287K | Buy |
+5,495
| New | +$287K | ﹤0.01% | 1293 |
|