Retirement Investment 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
2025
Q3
$244K Hold
2025
Q2
$316K Hold
2025
Q1
$272K Hold
2024
Q4
$252K Hold
2024
Q3
$268K Hold
2024
Q2
$265K Buy
2023
Q4
$230K Sell
2023
Q3
$385K Hold
2023
Q2
$425K Hold
2023
Q1
$425K Buy