Trek Financial’s Thomson Reuters TRI Stock Holding History

Trek Financial’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$4.35M	Buy
2024 Q3	–	Sell
2024 Q2	$6.16M	Buy