Steward Partners Investment Advisory’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
Q2 | $174K | Sell |
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|
2025
Q1 | $151K | Sell |
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|
2024
Q4 | $141K | Buy |
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|
2024
Q3 | $99.3K | Sell |
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|
2024
Q2 | $100K | Sell |
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|
2024
Q1 | $97.7K | Buy |
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|
2023
Q4 | $83.9K | Buy |
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|
2023
Q3 | $69.6K | Sell |
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|
2023
Q2 | $80.5K | Sell |
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|
2023
Q1 | $86.7K | Sell |
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|
2022
Q4 | $85.2K | Sell |
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|
2022
Q3 | $84K | Sell |
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|
2022
Q2 | $98K | Sell |
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|
2022
Q1 | $143K | Buy |
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|
2021
Q4 | $126K | Sell |
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|
2021
Q3 | $126K | Buy |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $14.3K | Hold |
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|
2020
Q4 | $13K | Sell |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $63K | Sell |
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|
2020
Q1 | $203K | Hold |
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|
2019
Q4 | $213K | Hold |
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|
2019
Q3 | $199K | Hold |
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|
2019
Q2 | $191K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $152K | Buy |
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|
2018
Q2 | $100K | Buy |
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|
2018
Q1 | $1K | Buy |
|