Moors & Cabot’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
$508K Buy
2,528
+100
+4% +$20.1K 0.02% 503
2025
Q1
$420K Sell
2,428
-98
-4% -$16.9K 0.02% 534
2024
Q4
$405K Sell
2,526
-66
-3% -$10.6K 0.02% 567
2024
Q3
$442K Sell
2,592
-38
-1% -$6.48K 0.02% 524
2024
Q2
$443K Hold
2,630
0.02% 513
2024
Q1
$410K Hold
2,630
0.02% 563
2023
Q4
$385K Hold
2,630
0.02% 541
2023
Q3
$322K Sell
2,630
-76
-3% -$9.3K 0.02% 577
2023
Q2
$365K Buy
2,706
+34
+1% +$4.59K 0.02% 546
2023
Q1
$361K Hold
2,672
0.02% 543
2022
Q4
$316K Buy
2,672
+98
+4% +$11.6K 0.02% 566
2022
Q3
$274K Buy
2,574
+211
+9% +$22.5K 0.02% 589
2022
Q2
$255K Hold
2,363
0.02% 613
2022
Q1
$267K Buy
2,363
+24
+1% +$2.71K 0.02% 670
2021
Q4
$290K Hold
2,339
0.02% 650
2021
Q3
$267K Hold
2,339
0.02% 643
2021
Q2
$241K Hold
2,339
0.02% 665
2021
Q1
$212K Buy
+2,339
New +$212K 0.02% 666