SeaCrest Wealth Management’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 | $379K | Sell |
1,885
-60
| -3% | -$12.1K | 0.04% | 393 |
|
|
2025
Q1 | $336K | Buy |
1,945
+393
| +25% | +$67.9K | 0.04% | 443 |
|
|
2024
Q4 | $249K | Hold |
1,552
| – | – | 0.03% | 550 |
|
|
2024
Q3 | $265K | Sell |
1,552
-219
| -12% | -$37.4K | 0.03% | 528 |
|
|
2024
Q2 | $299K | Buy |
+1,771
| New | +$299K | 0.03% | 461 |
|
|
2022
Q3 | – | Sell |
-511
| Closed | -$55K | – | 1442 |
|
|
2022
Q2 | $55K | Buy |
+511
| New | +$55K | 0.01% | 1078 |
|
|
2019
Q2 | – | Sell |
-227
| Closed | -$14K | – | 1730 |
|
|
2019
Q1 | $14K | Sell |
227
-63
| -22% | -$3.89K | ﹤0.01% | 1425 |
|
|
2018
Q4 | $15K | Buy |
290
+129
| +80% | +$6.67K | ﹤0.01% | 1361 |
|
|
2018
Q3 | $8K | Hold |
161
| – | – | ﹤0.01% | 1734 |
|
|
2018
Q2 | $7K | Hold |
161
| – | – | ﹤0.01% | 1731 |
|
|
2018
Q1 | $7K | Hold |
161
| – | – | ﹤0.01% | 1709 |
|
|
2017
Q4 | $8K | Buy |
+161
| New | +$8K | ﹤0.01% | 1683 |
|