SilverOak Wealth Management’s Thomson Reuters TRI Stock Holding History

SilverOak Wealth Management’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 Q2	$699K	Hold
2025 Q1	$601K	Hold
2024 Q4	$557K	Hold
2024 Q3	$593K	Hold
2024 Q2	$586K	Hold
2024 Q1	$542K	Hold
2023 Q4	$508K	Buy