Kestra Private Wealth 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 | $410K | Buy |
4,659
+220
| +5% | +$19.4K | 0.01% | 1120 |
|
|
2025
Q1 | $368K | Sell |
4,439
-2,380
| -35% | -$198K | 0.01% | 1097 |
|
|
2024
Q4 | $632K | Buy |
6,819
+657
| +11% | +$60.9K | 0.01% | 824 |
|
|
2024
Q3 | $645K | Buy |
6,162
+609
| +11% | +$63.8K | 0.01% | 771 |
|
|
2024
Q2 | $412K | Buy |
5,553
+515
| +10% | +$38.2K | 0.01% | 909 |
|
|
2024
Q1 | $402K | Buy |
+5,038
| New | +$402K | 0.01% | 887 |
|