Orion Portfolio Solutions’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.19M | Sell |
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2024
Q4 | $4.7M | Sell |
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|
2024
Q3 | $5.15M | Sell |
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|
2024
Q2 | $5.24M | Sell |
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|
2024
Q1 | $5.01M | Sell |
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|
2023
Q4 | $4.86M | Sell |
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|
2023
Q3 | $4.33M | Sell |
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|
2023
Q2 | $4.88M | Sell |
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|
2023
Q1 | $5.21M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $23K | Sell |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $25K | Buy |
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