Roxbury Financial’s Thomson Reuters TRI Stock Holding History

Roxbury Financial’s Portfolio TRI Stock Details TRI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$17.9K	Hold
2025 Q2	$23.2K	Hold
2025 Q1	$20.6K	Hold
2024 Q4	$18.7K	Buy