Lido 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 | – | Sell |
-2,553
| Closed | -$212K | – | 1535 |
|
2025
Q1 | $212K | Buy |
+2,553
| New | +$212K | ﹤0.01% | 1264 |
|
2024
Q4 | – | Sell |
-3,659
| Closed | -$383K | – | 1377 |
|
2024
Q3 | $383K | Buy |
3,659
+179
| +5% | +$18.7K | ﹤0.01% | 945 |
|
2024
Q2 | $258K | Buy |
3,480
+13
| +0.4% | +$964 | ﹤0.01% | 1066 |
|
2024
Q1 | $277K | Buy |
3,467
+4
| +0.1% | +$319 | ﹤0.01% | 1030 |
|
2023
Q4 | $238K | Sell |
3,463
-368
| -10% | -$25.3K | ﹤0.01% | 1021 |
|
2023
Q3 | $275K | Buy |
3,831
+384
| +11% | +$27.6K | ﹤0.01% | 853 |
|
2023
Q2 | $270K | Buy |
+3,447
| New | +$270K | ﹤0.01% | 879 |
|
2022
Q4 | – | Sell |
-3,539
| Closed | -$210K | – | 899 |
|
2022
Q3 | $210K | Buy |
3,539
+1
| +0% | +$59 | ﹤0.01% | 769 |
|
2022
Q2 | $283K | Sell |
3,538
-27
| -0.8% | -$2.16K | ﹤0.01% | 673 |
|
2022
Q1 | $368K | Buy |
3,565
+14
| +0.4% | +$1.45K | ﹤0.01% | 651 |
|
2021
Q4 | $421K | Sell |
3,551
-381
| -10% | -$45.2K | ﹤0.01% | 593 |
|
2021
Q3 | $441K | Buy |
3,932
+300
| +8% | +$33.6K | 0.01% | 554 |
|
2021
Q2 | $399K | Buy |
3,632
+85
| +2% | +$9.34K | 0.01% | 520 |
|
2021
Q1 | $319K | Buy |
3,547
+8
| +0.2% | +$719 | 0.01% | 556 |
|
2020
Q4 | $351K | Buy |
3,539
+37
| +1% | +$3.67K | 0.01% | 507 |
|
2020
Q3 | $295K | Buy |
+3,502
| New | +$295K | 0.01% | 432 |
|