Kestra Advisory Services’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $624K | Sell |
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|
2025
Q2 | $680K | Sell |
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|
2025
Q1 | $646K | Buy |
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|
2024
Q4 | $703K | Sell |
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|
2024
Q3 | $850K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $679K | Sell |
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|
2021
Q4 | $812K | Buy |
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|
2021
Q3 | $724K | Sell |
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|
2021
Q2 | $717K | Sell |
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|
2021
Q1 | $598K | Buy |
|