Savant Capital’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Buy |
4,080
+823
| +25% | +$166K | 0.01% | 887 |
|
|
2025
Q1 | $563K | Buy |
3,257
+524
| +19% | +$90.5K | ﹤0.01% | 947 |
|
|
2024
Q4 | $438K | Buy |
2,733
+199
| +8% | +$31.9K | ﹤0.01% | 935 |
|
|
2024
Q3 | $432K | Sell |
2,534
-26
| -1% | -$4.44K | ﹤0.01% | 935 |
|
|
2024
Q2 | $432K | Buy |
2,560
+243
| +10% | +$41K | ﹤0.01% | 844 |
|
|
2024
Q1 | $361K | Buy |
2,317
+362
| +19% | +$56.4K | ﹤0.01% | 835 |
|
|
2023
Q4 | $286K | Sell |
1,955
-21
| -1% | -$3.07K | ﹤0.01% | 720 |
|
|
2023
Q3 | $242K | Hold |
1,976
| – | – | ﹤0.01% | 713 |
|
|
2023
Q2 | $267K | Buy |
1,976
+19
| +1% | +$2.56K | ﹤0.01% | 675 |
|
|
2023
Q1 | $264K | Buy |
1,957
+38
| +2% | +$5.13K | ﹤0.01% | 624 |
|
|
2022
Q4 | $227K | Buy |
1,919
+7
| +0.4% | +$828 | 0.01% | 529 |
|
|
2022
Q3 | $204K | Hold |
1,912
| – | – | 0.01% | 513 |
|
|
2022
Q2 | $207K | Hold |
1,912
| – | – | 0.01% | 522 |
|
|
2022
Q1 | $216K | Sell |
1,912
-13
| -0.7% | -$1.47K | 0.01% | 529 |
|
|
2021
Q4 | $239K | Buy |
1,925
+13
| +0.7% | +$1.61K | 0.01% | 495 |
|
|
2021
Q3 | $219K | Buy |
+1,912
| New | +$219K | 0.01% | 486 |
|