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
2025
Q2
$545K Sell
2025
Q1
$503K Sell
2024
Q4
$558K Buy
2024
Q3
$506K Buy
2024
Q2
$453K Sell
2024
Q1
$453K Sell
2023
Q4
$429K Sell
2023
Q3
$1.33M Buy
2023
Q2
$1.39M Buy
2023
Q1
$1.22M Buy
2022
Q4
$318K Sell
2022
Q3
$837K Buy
2022
Q2
$304K Buy
2022
Q1
$275K Buy
2021
Q4
$300K Buy
2021
Q3
$260K Buy
2021
Q2
$215K Sell
2021
Q1
$238K Sell
2020
Q4
$227K Buy