SeaCrest Wealth Management’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
Q2
$379K Sell
2025
Q1
$336K Buy
2024
Q4
$249K Hold
2024
Q3
$265K Sell
2024
Q2
$299K Buy
2022
Q3
Sell
2022
Q2
$55K Buy
2019
Q2
Sell
2019
Q1
$14K Sell
2018
Q4
$15K Buy
2018
Q3
$8K Hold
2018
Q2
$7K Hold
2018
Q1
$7K Hold
2017
Q4
$8K Buy