NewEdge Advisors’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 | $1.08M | Sell |
5,360
-385
| -7% | -$77.4K | 0.01% | 1242 |
|
|
2025
Q1 | $993K | Sell |
5,745
-507
| -8% | -$87.6K | 0.01% | 1188 |
|
|
2024
Q4 | $1M | Buy |
6,252
+2,332
| +59% | +$374K | 0.01% | 1163 |
|
|
2024
Q3 | $669K | Buy |
3,920
+313
| +9% | +$53.4K | ﹤0.01% | 1302 |
|
|
2024
Q2 | $608K | Buy |
3,607
+103
| +3% | +$17.4K | ﹤0.01% | 1303 |
|
|
2024
Q1 | $546K | Sell |
3,504
-109
| -3% | -$17K | ﹤0.01% | 1297 |
|
|
2023
Q4 | $541K | Buy |
3,613
+325
| +10% | +$48.6K | 0.01% | 1243 |
|
|
2023
Q3 | $402K | Sell |
3,288
-6,070
| -65% | -$743K | ﹤0.01% | 1282 |
|
|
2023
Q2 | $1.26M | Buy |
9,358
+6,749
| +259% | +$911K | 0.01% | 761 |
|
|
2023
Q1 | $352K | Sell |
2,609
-119
| -4% | -$16.1K | ﹤0.01% | 1300 |
|
|
2022
Q4 | $315K | Buy |
+2,728
| New | +$315K | 0.01% | 983 |
|
|
2017
Q3 | – | Sell |
-18
| Closed | -$958 | – | 1056 |
|
|
2017
Q2 | $958 | Buy |
+18
| New | +$958 | ﹤0.01% | 1353 |
|