Sentry Investment 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 | $362K | Hold |
1,809
| – | – | 0.2% | 110 |
|
|
2025
Q1 | $294K | Sell |
1,809
-541
| -23% | -$87.9K | 0.2% | 111 |
|
|
2024
Q4 | $377K | Sell |
2,350
-383
| -14% | -$61.4K | 0.18% | 121 |
|
|
2024
Q3 | $466K | Hold |
2,733
| – | – | 0.2% | 118 |
|
|
2024
Q2 | $461K | Sell |
2,733
-560
| -17% | -$94.5K | 0.2% | 111 |
|
|
2024
Q1 | $513K | Hold |
3,293
| – | – | 0.2% | 124 |
|
|
2023
Q4 | $481K | Buy |
+3,293
| New | +$481K | 0.21% | 124 |
|
|
2023
Q3 | – | Sell |
-4,130
| Closed | -$557K | – | 519 |
|
|
2023
Q2 | $557K | Buy |
4,130
+144
| +4% | +$19.4K | 0.21% | 118 |
|
|
2023
Q1 | $538K | Buy |
3,986
+2,240
| +128% | +$302K | 0.22% | 117 |
|
|
2022
Q4 | $207K | Buy |
1,746
+1,333
| +323% | +$158K | 0.09% | 237 |
|
|
2022
Q3 | $44K | Buy |
+413
| New | +$44K | 0.02% | 488 |
|