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