Strategic Investment Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $321K | Sell |
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|
2025
Q2 | $425K | Sell |
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|
2025
Q1 | $382K | Sell |
|
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $385K | Buy |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $259K | Buy |
|