Transamerica Financial 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 | $468 | Hold |
3
| – | – | ﹤0.01% | 439 |
|
|
2025
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 554 |
|
|
2024
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 550 |
|
|
2024
Q3 | $1K | Sell |
3
-591
| -99% | -$197K | ﹤0.01% | 551 |
|
|
2024
Q2 | $101K | Hold |
594
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $93K | Sell |
594
-2,284
| -79% | -$358K | 0.01% | 263 |
|
|
2023
Q4 | $421K | Sell |
2,878
-780
| -21% | -$114K | 0.06% | 187 |
|
|
2023
Q3 | $448K | Sell |
3,658
-468
| -11% | -$57.3K | 0.06% | 169 |
|
|
2023
Q2 | $557K | Sell |
4,126
-46
| -1% | -$6.21K | 0.07% | 170 |
|
|
2023
Q1 | $564K | Buy |
4,172
+549
| +15% | +$74.2K | 0.07% | 167 |
|
|
2022
Q4 | $429K | Sell |
3,623
-54
| -1% | -$6.39K | 0.06% | 174 |
|
|
2022
Q3 | $392K | Buy |
3,677
+809
| +28% | +$86.2K | 0.06% | 174 |
|
|
2022
Q2 | $310K | Buy |
+2,868
| New | +$310K | 0.04% | 190 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | -$1K | – | 198 |
|
|
2021
Q2 | $1K | Sell |
2
-8
| -80% | -$4K | 0.02% | 188 |
|
|
2021
Q1 | $1K | Sell |
10
-1
| -9% | -$100 | 0.02% | 186 |
|
|
2020
Q4 | $1K | Buy |
+11
| New | +$1K | 0.02% | 180 |
|