Strategic Investment Advisors’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 | $425K | Sell |
2,111
-101
| -5% | -$20.3K | 0.04% | 175 |
|
|
2025
Q1 | $382K | Sell |
2,212
-106
| -5% | -$18.3K | 0.04% | 190 |
|
|
2024
Q4 | $372K | Buy |
2,318
+62
| +3% | +$9.94K | 0.04% | 196 |
|
|
2024
Q3 | $385K | Buy |
2,256
+9
| +0.4% | +$1.54K | 0.04% | 201 |
|
|
2024
Q2 | $379K | Sell |
2,247
-71
| -3% | -$12K | 0.05% | 194 |
|
|
2024
Q1 | $361K | Buy |
2,318
+74
| +3% | +$11.5K | 0.05% | 197 |
|
|
2023
Q4 | $328K | Sell |
2,244
-14
| -0.6% | -$2.05K | 0.05% | 192 |
|
|
2023
Q3 | $276K | Buy |
2,258
+260
| +13% | +$31.8K | 0.05% | 208 |
|
|
2023
Q2 | $270K | Buy |
1,998
+83
| +4% | +$11.2K | 0.04% | 172 |
|
|
2023
Q1 | $259K | Buy |
+1,915
| New | +$259K | 0.05% | 215 |
|