IFP Advisors’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4K | Sell |
185
-201
| -52% | -$20K | ﹤0.01% | 2596 |
|
|
2025
Q1 | $32K | Buy |
386
+18
| +5% | +$1.49K | ﹤0.01% | 2086 |
|
|
2024
Q4 | $34.1K | Buy |
368
+14
| +4% | +$1.3K | ﹤0.01% | 2020 |
|
|
2024
Q3 | $37.1K | Buy |
354
+165
| +87% | +$17.3K | ﹤0.01% | 1863 |
|
|
2024
Q2 | $14K | Buy |
189
+30
| +19% | +$2.23K | ﹤0.01% | 2221 |
|
|
2024
Q1 | $12.7K | Sell |
159
-146
| -48% | -$11.7K | ﹤0.01% | 2155 |
|
|
2023
Q4 | $21K | Buy |
305
+5
| +2% | +$344 | ﹤0.01% | 1892 |
|
|
2023
Q3 | $21.5K | Sell |
300
-1
| -0.3% | -$72 | ﹤0.01% | 1910 |
|
|
2023
Q2 | $23.6K | Buy |
301
+1
| +0.3% | +$78 | ﹤0.01% | 1928 |
|
|
2023
Q1 | $20.7K | Sell |
300
-5,076
| -94% | -$351K | ﹤0.01% | 2009 |
|
|
2022
Q4 | $373K | Sell |
5,376
-382
| -7% | -$26.5K | 0.01% | 1024 |
|
|
2022
Q3 | $406K | Sell |
5,758
-16
| -0.3% | -$1.13K | 0.01% | 1025 |
|
|
2022
Q2 | $406K | Hold |
5,774
| – | – | 0.01% | 929 |
|
|
2022
Q1 | $406K | Buy |
5,774
+4,399
| +320% | +$309K | 0.01% | 929 |
|
|
2021
Q4 | $165K | Buy |
1,375
+9
| +0.7% | +$1.08K | ﹤0.01% | 1034 |
|
|
2021
Q3 | $155K | Hold |
1,366
| – | – | ﹤0.01% | 1055 |
|
|
2021
Q2 | $150K | Buy |
1,366
+1
| +0.1% | +$110 | ﹤0.01% | 1048 |
|
|
2021
Q1 | $123K | Buy |
1,365
+17
| +1% | +$1.53K | ﹤0.01% | 1077 |
|
|
2020
Q4 | $131K | Buy |
1,348
+105
| +8% | +$10.2K | 0.01% | 996 |
|
|
2020
Q3 | $106K | Buy |
1,243
+1,181
| +1,905% | +$101K | 0.01% | 968 |
|
|
2020
Q2 | $6K | Buy |
62
+9
| +17% | +$871 | ﹤0.01% | 2015 |
|
|
2020
Q1 | $3K | Sell |
53
-11
| -17% | -$623 | ﹤0.01% | 2243 |
|
|
2019
Q4 | $5K | Hold |
64
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q3 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 2349 |
|
|
2019
Q1 | $3K | Sell |
45
-187
| -81% | -$12.5K | ﹤0.01% | 2034 |
|
|
2018
Q4 | $13K | Buy |
232
+63
| +37% | +$3.53K | ﹤0.01% | 2340 |
|
|
2018
Q3 | $12K | Buy |
169
+4
| +2% | +$284 | ﹤0.01% | 2731 |
|
|
2018
Q2 | $12K | Buy |
165
+11
| +7% | +$800 | ﹤0.01% | 2754 |
|
|
2018
Q1 | $8K | Hold |
154
| – | – | ﹤0.01% | 2949 |
|
|
2017
Q4 | $8K | Sell |
154
-557
| -78% | -$28.9K | ﹤0.01% | 2946 |
|
|
2017
Q3 | $34K | Buy |
711
+468
| +193% | +$22.4K | ﹤0.01% | 2225 |
|
|
2017
Q2 | $11K | Buy |
243
+158
| +186% | +$7.15K | ﹤0.01% | 2929 |
|
|
2017
Q1 | $3K | Buy |
85
+29
| +52% | +$1.02K | ﹤0.01% | 3529 |
|
|
2016
Q4 | $2K | Sell |
56
-262
| -82% | -$9.36K | ﹤0.01% | 3653 |
|
|
2016
Q3 | $11K | Buy |
+318
| New | +$11K | ﹤0.01% | 2765 |
|
|
2016
Q2 | – | Sell |
-45
| Closed | -$3K | – | 4183 |
|
|
2016
Q1 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 2034 |
|