Allworth Financial’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
2,598
+70
| +3% | +$6.16K | ﹤0.01% | 1117 |
|
|
2025
Q1 | $208K | Sell |
2,528
-127
| -5% | -$10.5K | ﹤0.01% | 929 |
|
|
2024
Q4 | $255K | Sell |
2,655
-1,157
| -30% | -$111K | ﹤0.01% | 868 |
|
|
2024
Q3 | $399K | Sell |
3,812
-179
| -4% | -$18.7K | ﹤0.01% | 633 |
|
|
2024
Q2 | $310K | Sell |
3,991
-9,434
| -70% | -$732K | ﹤0.01% | 688 |
|
|
2024
Q1 | $1.07M | Sell |
13,425
-139
| -1% | -$11.1K | 0.01% | 399 |
|
|
2023
Q4 | $932K | Sell |
13,564
-85
| -0.6% | -$5.84K | 0.01% | 419 |
|
|
2023
Q3 | $980K | Sell |
13,649
-1,952
| -13% | -$140K | 0.01% | 386 |
|
|
2023
Q2 | $1.22M | Buy |
15,601
+15,213
| +3,921% | +$1.19M | 0.01% | 353 |
|
|
2023
Q1 | $24.1K | Buy |
388
+93
| +32% | +$5.78K | ﹤0.01% | 1355 |
|
|
2022
Q4 | $16.7K | Sell |
295
-389
| -57% | -$22.1K | ﹤0.01% | 1456 |
|
|
2022
Q3 | $41K | Sell |
684
-129
| -16% | -$7.73K | ﹤0.01% | 1033 |
|
|
2022
Q2 | $65K | Buy |
813
+139
| +21% | +$11.1K | ﹤0.01% | 824 |
|
|
2022
Q1 | $70K | Sell |
674
-134
| -17% | -$13.9K | ﹤0.01% | 805 |
|
|
2021
Q4 | $96K | Sell |
808
-49
| -6% | -$5.82K | ﹤0.01% | 690 |
|
|
2021
Q3 | $96K | Buy |
+857
| New | +$96K | ﹤0.01% | 628 |
|