Raymond James Financial Services Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $994K | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $986K | Sell |
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|
2023
Q4 | $935K | Sell |
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|
2023
Q3 | $807K | Sell |
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|
2023
Q2 | $929K | Buy |
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|
2023
Q1 | $898K | Sell |
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|
2022
Q4 | $808K | Sell |
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|
2022
Q3 | $862K | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $986K | Sell |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $2.9M | Buy |
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|
2019
Q3 | $2.64M | Buy |
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|
2019
Q2 | $2.15M | Buy |
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|
2019
Q1 | $1.41M | Buy |
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|
2018
Q4 | $471K | Sell |
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|
2018
Q3 | $536K | Buy |
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|
2018
Q2 | $453K | Sell |
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|
2018
Q1 | $472K | Buy |
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|
2017
Q4 | $445K | Buy |
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|
2017
Q3 | $293K | Sell |
|
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|
2017
Q2 | $449K | Buy |
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|
2017
Q1 | $336K | Buy |
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|
2016
Q4 | $278K | Sell |
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|
2016
Q3 | $276K | Hold |
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|
2016
Q2 | $269K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $685K | Sell |
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|
2015
Q3 | $734K | Buy |
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