PFG Investments’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
$535K Buy
2,660
+57
+2% +$11.5K 0.03% 504
2025
Q1
$450K Sell
2,603
-25
-1% -$4.32K 0.03% 536
2024
Q4
$421K Sell
2,628
-434
-14% -$69.6K 0.03% 568
2024
Q3
$522K Sell
3,062
-430
-12% -$73.4K 0.03% 480
2024
Q2
$589K Buy
3,492
+4
+0.1% +$674 0.04% 398
2024
Q1
$543K Sell
3,488
-335
-9% -$52.2K 0.03% 497
2023
Q4
$559K Buy
3,823
+483
+14% +$70.6K 0.1% 222
2023
Q3
$409K Buy
3,340
+6
+0.2% +$734 0.08% 277
2023
Q2
$450K Buy
3,334
+7
+0.2% +$945 0.08% 267
2023
Q1
$449K Buy
+3,327
New +$449K 0.09% 257