Kestra Advisory Services’s TruBridge TBRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
63,313
-1,000
| -2% | -$23.4K | 0.01% | 1251 |
|
|
2025
Q1 | $1.77M | Sell |
64,313
-3,304
| -5% | -$90.9K | 0.01% | 1041 |
|
|
2024
Q4 | $1.33M | Sell |
67,617
-1,895
| -3% | -$37.4K | 0.01% | 1230 |
|
|
2024
Q3 | $831K | Buy |
69,512
+304
| +0.4% | +$3.64K | ﹤0.01% | 1432 |
|
|
2024
Q2 | $692K | Buy |
69,208
+31,243
| +82% | +$312K | ﹤0.01% | 1554 |
|
|
2024
Q1 | $350K | Buy |
+37,965
| New | +$350K | ﹤0.01% | 1898 |
|