Sequoia Financial Advisors’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
Q3 | $1.02M | Buy |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $585K | Buy |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $231K | Buy |
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