Prospera Financial Services’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 | $545K | Sell |
2,708
-200
| -7% | -$40.3K | 0.01% | 874 |
|
|
2025
Q1 | $503K | Sell |
2,908
-566
| -16% | -$97.9K | 0.01% | 777 |
|
|
2024
Q4 | $558K | Buy |
3,474
+510
| +17% | +$81.9K | 0.01% | 710 |
|
|
2024
Q3 | $506K | Buy |
2,964
+280
| +10% | +$47.8K | 0.01% | 718 |
|
|
2024
Q2 | $453K | Sell |
2,684
-222
| -8% | -$37.5K | 0.01% | 743 |
|
|
2024
Q1 | $453K | Sell |
2,906
-26
| -0.9% | -$4.06K | 0.01% | 738 |
|
|
2023
Q4 | $429K | Sell |
2,932
-7,953
| -73% | -$1.16M | 0.01% | 713 |
|
|
2023
Q3 | $1.33M | Buy |
10,885
+585
| +6% | +$71.6K | 0.05% | 363 |
|
|
2023
Q2 | $1.39M | Buy |
10,300
+1,247
| +14% | +$168K | 0.05% | 334 |
|
|
2023
Q1 | $1.22M | Buy |
9,053
+6,365
| +237% | +$860K | 0.05% | 367 |
|
|
2022
Q4 | $318K | Sell |
2,688
-5,174
| -66% | -$613K | 0.02% | 677 |
|
|
2022
Q3 | $837K | Buy |
7,862
+5,055
| +180% | +$538K | 0.04% | 401 |
|
|
2022
Q2 | $304K | Buy |
2,807
+377
| +16% | +$40.8K | 0.02% | 629 |
|
|
2022
Q1 | $275K | Buy |
2,430
+20
| +0.8% | +$2.26K | 0.01% | 770 |
|
|
2021
Q4 | $300K | Buy |
2,410
+144
| +6% | +$17.9K | 0.01% | 711 |
|
|
2021
Q3 | $260K | Buy |
2,266
+184
| +9% | +$21.1K | 0.01% | 696 |
|
|
2021
Q2 | $215K | Sell |
2,082
-544
| -21% | -$56.2K | 0.01% | 746 |
|
|
2021
Q1 | $238K | Sell |
2,626
-46
| -2% | -$4.17K | 0.01% | 682 |
|
|
2020
Q4 | $227K | Buy |
+2,672
| New | +$227K | 0.02% | 620 |
|