Prospera Financial Services’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $839K | Buy |
9,176
+6,715
| +273% | +$708K | 0.01% | 790 |
|
|
2025
Q4 | $330K | Sell |
2,461
-122
| -5% | -$17.7K | 0.01% | 1112 |
|
|
2025
Q3 | $408K | Sell |
2,583
-83
| -3% | -$15.5K | 0.01% | 1021 |
|
|
2025
Q2 | $545K | Sell |
2,666
-197
| -7% | -$37.5K | 0.01% | 874 |
|
|
2025
Q1 | $503K | Sell |
2,863
-557
| -16% | -$96.2K | 0.01% | 777 |
|
|
2024
Q4 | $558K | Buy |
3,420
+502
| +17% | +$84.6K | 0.01% | 710 |
|
|
2024
Q3 | $506K | Buy |
2,918
+275
| +10% | +$46.4K | 0.01% | 718 |
|
|
2024
Q2 | $453K | Sell |
2,643
-218
| -8% | -$36.1K | 0.01% | 743 |
|
|
2024
Q1 | $453K | Sell |
2,861
-26
| -0.9% | -$4.04K | 0.01% | 738 |
|
|
2023
Q4 | $429K | Sell |
2,887
-7,830
| -73% | -$1.06M | 0.01% | 713 |
|
|
2023
Q3 | $1.33M | Buy |
10,717
+576
| +6% | +$75.9K | 0.05% | 363 |
|
|
2023
Q2 | $1.39M | Buy |
10,141
+1,227
| +14% | +$165K | 0.05% | 334 |
|
|
2023
Q1 | $1.22M | Buy |
8,914
+6,267
| +237% | +$799K | 0.05% | 367 |
|
|
2022
Q4 | $318K | Sell |
2,647
-5,094
| -66% | -$587K | 0.02% | 677 |
|
|
2022
Q3 | $837K | Buy |
7,741
+4,977
| +180% | +$577K | 0.04% | 401 |
|
|
2022
Q2 | $304K | Buy |
2,764
+371
| +16% | +$39.3K | 0.02% | 629 |
|
|
2022
Q1 | $275K | Buy |
2,393
+20
| +0.8% | +$2.23K | 0.01% | 770 |
|
|
2021
Q4 | $300K | Buy |
2,373
+142
| +6% | +$17.7K | 0.01% | 711 |
|
|
2021
Q3 | $260K | Buy |
2,231
+181
| +9% | +$21.1K | 0.01% | 696 |
|
|
2021
Q2 | $215K | Sell |
2,050
-535
| -21% | -$53.6K | 0.01% | 746 |
|
|
2021
Q1 | $238K | Sell |
2,585
-46
| -2% | -$4.09K | 0.01% | 682 |
|
|
2020
Q4 | $227K | Buy |
+2,631
| New | +$225K | 0.02% | 620 |
|
Other funds holding TRI
TWC
TFHU
VCM
LFC