Kestra Advisory Services’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
7,729
-51
| -0.7% | -$4.49K | ﹤0.01% | 1745 |
|
|
2025
Q1 | $646K | Buy |
7,780
+194
| +3% | +$16.1K | ﹤0.01% | 1655 |
|
|
2024
Q4 | $703K | Sell |
7,586
-533
| -7% | -$49.4K | ﹤0.01% | 1630 |
|
|
2024
Q3 | $850K | Buy |
+8,119
| New | +$850K | ﹤0.01% | 1420 |
|
|
2022
Q4 | – | Sell |
-8,280
| Closed | -$493K | – | 2344 |
|
|
2022
Q3 | $493K | Buy |
8,280
+641
| +8% | +$38.2K | 0.01% | 1324 |
|
|
2022
Q2 | $611K | Buy |
7,639
+1,068
| +16% | +$85.4K | 0.01% | 1203 |
|
|
2022
Q1 | $679K | Sell |
6,571
-279
| -4% | -$28.8K | 0.01% | 1119 |
|
|
2021
Q4 | $812K | Buy |
6,850
+401
| +6% | +$47.5K | 0.01% | 1073 |
|
|
2021
Q3 | $724K | Sell |
6,449
-82
| -1% | -$9.21K | 0.01% | 1189 |
|
|
2021
Q2 | $717K | Sell |
6,531
-111
| -2% | -$12.2K | 0.01% | 1103 |
|
|
2021
Q1 | $598K | Buy |
+6,642
| New | +$598K | 0.01% | 1107 |
|