Stifel Financial’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 | $22.5M | Buy |
111,894
+78,609
| +236% | +$15.8M | 0.02% | 555 |
|
|
2025
Q1 | $5.75M | Sell |
33,285
-1,327
| -4% | -$229K | 0.01% | 1113 |
|
|
2024
Q4 | $5.55M | Buy |
34,612
+251
| +0.7% | +$40.3K | 0.01% | 1152 |
|
|
2024
Q3 | $5.86M | Sell |
34,361
-32,499
| -49% | -$5.54M | 0.01% | 1120 |
|
|
2024
Q2 | $11.3M | Sell |
66,860
-364
| -0.5% | -$61.4K | 0.01% | 773 |
|
|
2024
Q1 | $10.5M | Sell |
67,224
-2,045
| -3% | -$319K | 0.01% | 797 |
|
|
2023
Q4 | $10.1M | Buy |
69,269
+402
| +0.6% | +$58.8K | 0.01% | 765 |
|
|
2023
Q3 | $8.42M | Buy |
68,867
+1,769
| +3% | +$216K | 0.01% | 786 |
|
|
2023
Q2 | $9.05M | Buy |
67,098
+11,964
| +22% | +$1.61M | 0.01% | 756 |
|
|
2023
Q1 | $7.44M | Sell |
55,134
-5,285
| -9% | -$713K | 0.01% | 811 |
|
|
2022
Q4 | $7.15M | Buy |
60,419
+36,982
| +158% | +$4.38M | 0.01% | 809 |
|
|
2022
Q3 | $2.5M | Sell |
23,437
-3,798
| -14% | -$404K | ﹤0.01% | 1314 |
|
|
2022
Q2 | $2.95M | Buy |
27,235
+2,239
| +9% | +$242K | ﹤0.01% | 1240 |
|
|
2022
Q1 | $2.82M | Buy |
24,996
+158
| +0.6% | +$17.8K | ﹤0.01% | 1388 |
|
|
2021
Q4 | $3.08M | Sell |
24,838
-706
| -3% | -$87.6K | ﹤0.01% | 1341 |
|
|
2021
Q3 | $2.93M | Buy |
25,544
+7,255
| +40% | +$831K | ﹤0.01% | 1326 |
|
|
2021
Q2 | $1.88M | Sell |
18,289
-123
| -0.7% | -$12.7K | ﹤0.01% | 1649 |
|
|
2021
Q1 | $1.67M | Sell |
18,412
-8,028
| -30% | -$729K | ﹤0.01% | 1632 |
|
|
2020
Q4 | $2.25M | Buy |
26,440
+2,705
| +11% | +$230K | ﹤0.01% | 1322 |
|
|
2020
Q3 | $1.96M | Buy |
23,735
+1,347
| +6% | +$111K | ﹤0.01% | 1227 |
|
|
2020
Q2 | $1.58M | Buy |
22,388
+1,626
| +8% | +$115K | ﹤0.01% | 1283 |
|
|
2020
Q1 | $1.47M | Sell |
20,762
-3,915
| -16% | -$277K | ﹤0.01% | 1213 |
|
|
2019
Q4 | $1.85M | Buy |
24,677
+15,934
| +182% | +$1.19M | ﹤0.01% | 1383 |
|
|
2019
Q3 | $620K | Buy |
8,743
+3,316
| +61% | +$235K | ﹤0.01% | 2042 |
|
|
2019
Q2 | $363K | Buy |
5,427
+1,319
| +32% | +$88.2K | ﹤0.01% | 2385 |
|
|
2019
Q1 | $252K | Sell |
4,108
-917
| -18% | -$56.3K | ﹤0.01% | 2465 |
|
|
2018
Q4 | $252K | Sell |
5,025
-1,376
| -21% | -$69K | ﹤0.01% | 2328 |
|
|
2018
Q3 | $335K | Sell |
6,401
-13
| -0.2% | -$680 | ﹤0.01% | 2299 |
|
|
2018
Q2 | $295K | Sell |
6,414
-115
| -2% | -$5.29K | ﹤0.01% | 2311 |
|
|
2018
Q1 | $287K | Sell |
6,529
-25,281
| -79% | -$1.11M | ﹤0.01% | 2277 |
|
|
2017
Q4 | $1.58M | Sell |
31,810
-2,880
| -8% | -$143K | 0.01% | 1269 |
|
|
2017
Q3 | $1.82M | Sell |
34,690
-2,091
| -6% | -$109K | 0.01% | 1176 |
|
|
2017
Q2 | $1.95M | Sell |
36,781
-1,031
| -3% | -$54.6K | 0.01% | 1107 |
|
|
2017
Q1 | $1.86M | Sell |
37,812
-3,050
| -7% | -$150K | 0.01% | 1105 |
|
|
2016
Q4 | $2.04M | Buy |
40,862
+4,985
| +14% | +$249K | 0.01% | 1026 |
|
|
2016
Q3 | $1.69M | Buy |
35,877
+1,004
| +3% | +$47.4K | 0.01% | 1071 |
|
|
2016
Q2 | $1.61M | Sell |
34,873
-823
| -2% | -$38K | 0.01% | 1102 |
|
|
2016
Q1 | $1.65M | Sell |
35,696
-812
| -2% | -$37.6K | 0.01% | 1009 |
|
|
2015
Q4 | $1.58M | Buy |
36,508
+6,754
| +23% | +$292K | 0.01% | 1077 |
|
|
2015
Q3 | $1.36M | Sell |
29,754
-1,642
| -5% | -$75.2K | 0.01% | 1086 |
|
|
2015
Q2 | $1.36M | Buy |
31,396
+3,598
| +13% | +$156K | 0.01% | 1202 |
|
|
2015
Q1 | $1.28M | Buy |
27,798
+26
| +0.1% | +$1.2K | 0.01% | 1160 |
|
|
2014
Q4 | $1.27M | Buy |
27,772
+22,436
| +420% | +$1.03M | 0.01% | 1140 |
|
|
2014
Q3 | $222K | Sell |
5,336
-554
| -9% | -$23K | ﹤0.01% | 1956 |
|
|
2014
Q2 | $245K | Sell |
5,890
-58,211
| -91% | -$2.42M | ﹤0.01% | 1883 |
|
|
2014
Q1 | $2.51M | Buy |
+64,101
| New | +$2.51M | 0.02% | 674 |
|