Stephens Consulting’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 | $15.9K | Hold |
79
| – | – | ﹤0.01% | 283 |
|
|
2025
Q1 | $13.7K | Hold |
79
| – | – | ﹤0.01% | 297 |
|
|
2024
Q4 | $12.7K | Hold |
79
| – | – | ﹤0.01% | 320 |
|
|
2024
Q3 | $13.5K | Hold |
79
| – | – | ﹤0.01% | 303 |
|
|
2024
Q2 | $13.3K | Hold |
79
| – | – | ﹤0.01% | 307 |
|
|
2024
Q1 | $12.3K | Hold |
79
| – | – | ﹤0.01% | 292 |
|
|
2023
Q4 | $11.6K | Sell |
79
-48
| -38% | -$7.02K | ﹤0.01% | 299 |
|
|
2023
Q3 | $15.5K | Hold |
127
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $17.2K | Buy |
127
+3
| +2% | +$405 | 0.01% | 254 |
|
|
2023
Q1 | $16.8K | Hold |
124
| – | – | 0.01% | 264 |
|
|
2022
Q4 | $14.7K | Sell |
124
-211
| -63% | -$25K | 0.01% | 253 |
|
|
2022
Q3 | $35.7K | Hold |
335
| – | – | 0.03% | 203 |
|
|
2022
Q2 | $36.3K | Hold |
335
| – | – | 0.03% | 194 |
|
|
2022
Q1 | $37.9K | Hold |
335
| – | – | 0.03% | 211 |
|
|
2021
Q4 | $41.7K | Buy |
+335
| New | +$41.7K | 0.03% | 209 |
|