Sara-Bay Financial’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 | $493K | Sell |
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|
2025
Q2 | $648K | Sell |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $511K | Hold |
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|
2024
Q3 | $5.41M | Sell |
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|
2024
Q2 | $570K | Buy |
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|
2024
Q1 | $508K | Hold |
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|
2023
Q4 | $478K | Sell |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $563K | Sell |
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|
2022
Q3 | $510K | Sell |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $548K | Sell |
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|
2021
Q4 | $605K | Sell |
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|
2021
Q3 | $566K | Sell |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $410K | Sell |
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|
2020
Q2 | $351K | Buy |
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