Stifel Financial’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.9M | Buy |
163,522
+29,336
| +22% | +$3.09M | 0.01% | 753 |
|
|
2025
Q4 | $18M | Buy |
134,186
+26,680
| +25% | +$3.86M | 0.02% | 677 |
|
|
2025
Q3 | $17M | Sell |
107,506
-2,660
| -2% | -$496K | 0.02% | 695 |
|
|
2025
Q2 | $22.5M | Buy |
110,166
+77,395
| +236% | +$14.7M | 0.02% | 555 |
|
|
2025
Q1 | $5.75M | Sell |
32,771
-1,307
| -4% | -$226K | 0.01% | 1113 |
|
|
2024
Q4 | $5.55M | Buy |
34,078
+248
| +0.7% | +$41.8K | 0.01% | 1152 |
|
|
2024
Q3 | $5.86M | Sell |
33,830
-31,998
| -49% | -$5.4M | 0.01% | 1120 |
|
|
2024
Q2 | $11.3M | Sell |
65,828
-358
| -0.5% | -$59.3K | 0.01% | 773 |
|
|
2024
Q1 | $10.5M | Sell |
66,186
-2,013
| -3% | -$313K | 0.01% | 797 |
|
|
2023
Q4 | $10.1M | Buy |
68,199
+395
| +0.6% | +$53.4K | 0.01% | 765 |
|
|
2023
Q3 | $8.42M | Buy |
67,804
+1,742
| +3% | +$230K | 0.01% | 786 |
|
|
2023
Q2 | $9.05M | Buy |
66,062
+11,779
| +22% | +$1.58M | 0.01% | 756 |
|
|
2023
Q1 | $7.44M | Sell |
54,283
-5,203
| -9% | -$663K | 0.01% | 811 |
|
|
2022
Q4 | $7.15M | Buy |
59,486
+36,411
| +158% | +$4.2M | 0.01% | 809 |
|
|
2022
Q3 | $2.5M | Sell |
23,075
-3,739
| -14% | -$433K | ﹤0.01% | 1314 |
|
|
2022
Q2 | $2.94M | Buy |
26,814
+2,204
| +9% | +$233K | ﹤0.01% | 1240 |
|
|
2022
Q1 | $2.82M | Buy |
24,610
+155
| +0.6% | +$17.3K | ﹤0.01% | 1388 |
|
|
2021
Q4 | $3.08M | Sell |
24,455
-694
| -3% | -$86.4K | ﹤0.01% | 1341 |
|
|
2021
Q3 | $2.93M | Buy |
25,149
+7,142
| +40% | +$832K | ﹤0.01% | 1326 |
|
|
2021
Q2 | $1.88M | Sell |
18,007
-120
| -0.7% | -$12K | ﹤0.01% | 1649 |
|
|
2021
Q1 | $1.67M | Sell |
18,127
-7,905
| -30% | -$703K | ﹤0.01% | 1632 |
|
|
2020
Q4 | $2.25M | Buy |
26,032
+2,664
| +11% | +$228K | ﹤0.01% | 1322 |
|
|
2020
Q3 | $1.96M | Buy |
23,368
+1,326
| +6% | +$103K | ﹤0.01% | 1227 |
|
|
2020
Q2 | $1.58M | Buy |
22,042
+1,601
| +8% | +$116K | ﹤0.01% | 1283 |
|
|
2020
Q1 | $1.47M | Sell |
20,441
-3,855
| -16% | -$300K | ﹤0.01% | 1213 |
|
|
2019
Q4 | $1.85M | Buy |
24,296
+15,688
| +182% | +$1.14M | ﹤0.01% | 1383 |
|
|
2019
Q3 | $620K | Buy |
8,608
+3,265
| +61% | +$232K | ﹤0.01% | 2042 |
|
|
2019
Q2 | $363K | Buy |
5,343
+1,298
| +32% | +$85.9K | ﹤0.01% | 2385 |
|
|
2019
Q1 | $252K | Sell |
4,045
-903
| -18% | -$50.4K | ﹤0.01% | 2465 |
|
|
2018
Q4 | $252K | Sell |
4,948
-1,354
| -21% | -$72.6K | ﹤0.01% | 2328 |
|
|
2018
Q3 | $335K | Sell |
6,302
-13
| -0.2% | -$651 | ﹤0.01% | 2299 |
|
|
2018
Q2 | $295K | Sell |
6,315
-113
| -2% | -$5.19K | ﹤0.01% | 2311 |
|
|
2018
Q1 | $287K | Sell |
6,428
-24,890
| -79% | -$1.19M | ﹤0.01% | 2277 |
|
|
2017
Q4 | $1.58M | Sell |
31,318
-2,836
| -8% | -$148K | 0.01% | 1269 |
|
|
2017
Q3 | $1.81M | Sell |
34,154
-2,059
| -6% | -$110K | 0.01% | 1176 |
|
|
2017
Q2 | $1.95M | Sell |
36,213
-1,015
| -3% | -$52K | 0.01% | 1107 |
|
|
2017
Q1 | $1.86M | Sell |
37,228
-3,003
| -7% | -$153K | 0.01% | 1105 |
|
|
2016
Q4 | $2.04M | Buy |
40,231
+4,908
| +14% | +$239K | 0.01% | 1026 |
|
|
2016
Q3 | $1.69M | Buy |
35,323
+989
| +3% | +$47.9K | 0.01% | 1071 |
|
|
2016
Q2 | $1.61M | Sell |
34,334
-811
| -2% | -$38.6K | 0.01% | 1102 |
|
|
2016
Q1 | $1.65M | Sell |
35,145
-799
| -2% | -$34.4K | 0.01% | 1009 |
|
|
2015
Q4 | $1.58M | Buy |
35,944
+6,650
| +23% | +$309K | 0.01% | 1077 |
|
|
2015
Q3 | $1.36M | Sell |
29,294
-1,618
| -5% | -$73.8K | 0.01% | 1086 |
|
|
2015
Q2 | $1.36M | Buy |
30,912
+3,544
| +13% | +$166K | 0.01% | 1202 |
|
|
2015
Q1 | $1.28M | Buy |
27,368
+25
| +0.1% | +$1.15K | 0.01% | 1160 |
|
|
2014
Q4 | $1.27M | Buy |
27,343
+22,089
| +420% | +$978K | 0.01% | 1140 |
|
|
2014
Q3 | $222K | Sell |
5,254
-545
| -9% | -$23.6K | ﹤0.01% | 1958 |
|
|
2014
Q2 | $245K | Sell |
5,799
-57,313
| -91% | -$2.34M | ﹤0.01% | 1889 |
|
|
2014
Q1 | $2.5M | Buy |
+63,112
| New | +$2.59M | 0.02% | 674 |
|
Other funds holding TRI
TWC
TFHU
VCM
LFC
