Seneca Financial Advisors’s Thomson Reuters TRI Stock Holding History

Seneca Financial Advisors’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$238K	Hold
2025 Q1	$204K	Sell
2024 Q4	$226K	Hold
2024 Q3	$240K	Buy