Sound Income Strategies’s Tootsie Roll Industries TR Stock Holding History

Sound Income Strategies’s Portfolio TR Stock Details TR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,402	Closed	-$60.4K	–	2231
2026 Q1	$60.4K	Buy	1,402 +1,331	+1,875%	+$52.1K	﹤0.01%	755
2025 Q4	$2.59K	Buy	+71	New	+$2.69K	﹤0.01%	2062
2023 Q4	–	Sell	-8	Closed	-$209	–	1396
2023 Q3	$209	Hold	8	–	–	﹤0.01%	1108
2023 Q2	$248	Hold	8	–	–	﹤0.01%	1067
2023 Q1	$314	Hold	8	–	–	﹤0.01%	1021
2022 Q4	$298	Hold	8	–	–	﹤0.01%	944
2022 Q3	$0	Hold	8	–	–	﹤0.01%	974
2022 Q2	$0	Hold	8	–	–	﹤0.01%	951
2022 Q1	$0	Hold	8	–	–	﹤0.01%	942
2021 Q4	$0	Hold	8	–	–	﹤0.01%	888
2021 Q3	$0	Hold	8	–	–	﹤0.01%	909
2021 Q2	$0	Hold	8	–	–	﹤0.01%	1043
2021 Q1	$232	Hold	8	–	–	﹤0.01%	919
2020 Q4	$0	Hold	8	–	–	﹤0.01%	954
2020 Q3	$0	Hold	8	–	–	﹤0.01%	938
2020 Q2	$0	Hold	8	–	–	﹤0.01%	877
2020 Q1	$0	Sell	8 -1	-11%	-$28	﹤0.01%	883
2019 Q4	$0	Hold	9	–	–	﹤0.01%	785
2019 Q3	$0	Hold	9	–	–	﹤0.01%	770
2019 Q2	$0	Hold	9	–	–	﹤0.01%	771
2019 Q1	$0	Hold	9	–	–	﹤0.01%	794
2018 Q4	$0	Hold	9	–	–	﹤0.01%	802
2018 Q3	$0	Hold	9	–	–	﹤0.01%	857
2018 Q2	$0	Buy	+9	New	+$208	﹤0.01%	781

Other funds holding TR

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JWBC

J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Sound Income Strategies's TR Position: Q2 2026 in Review

Sound Income Strategies sold out of Tootsie Roll Industries (TR) in Q2 2026, closing a stake of 1,402 shares — an estimated $60.4K sold.

Sound Income Strategies first reported a position in TR in Q2 2018 and held it in 24 quarters. The position peaked at $60.4K in Q1 2026. 58 funds tracked by Wall St. Rank hold TR as of Q2 2026.

Sound Income Strategies reported no remaining Tootsie Roll Industries position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,402 Tootsie Roll Industries shares in Q2 2026, an estimated $60.4K.
Sound Income Strategies first reported a position in Tootsie Roll Industries in Q2 2018 and held it in 24 quarters.
Sound Income Strategies's Tootsie Roll Industries position peaked at $60.4K in Q1 2026.
58 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.