LPL Financial’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Buy |
62,982
+4,821
| +8% | +$424K | ﹤0.01% | 2213 |
|
|
2025
Q1 | $4.83M | Buy |
58,161
+3,869
| +7% | +$321K | ﹤0.01% | 2171 |
|
|
2024
Q4 | $5.03M | Buy |
54,292
+6,073
| +13% | +$563K | ﹤0.01% | 2071 |
|
|
2024
Q3 | $5.05M | Buy |
48,219
+30,111
| +166% | +$3.15M | ﹤0.01% | 1977 |
|
|
2024
Q2 | $1.34M | Buy |
18,108
+127
| +0.7% | +$9.42K | ﹤0.01% | 2941 |
|
|
2024
Q1 | $1.43M | Sell |
17,981
-2,584
| -13% | -$206K | ﹤0.01% | 2834 |
|
|
2023
Q4 | $1.41M | Sell |
20,565
-1,484
| -7% | -$102K | ﹤0.01% | 2715 |
|
|
2023
Q3 | $1.58M | Sell |
22,049
-2,820
| -11% | -$202K | ﹤0.01% | 2495 |
|
|
2023
Q2 | $1.95M | Sell |
24,869
-1,439
| -5% | -$113K | ﹤0.01% | 2265 |
|
|
2023
Q1 | $1.63M | Buy |
26,308
+8,895
| +51% | +$553K | ﹤0.01% | 2309 |
|
|
2022
Q4 | $988K | Buy |
17,413
+661
| +4% | +$37.5K | ﹤0.01% | 2649 |
|
|
2022
Q3 | $997K | Sell |
16,752
-9,052
| -35% | -$539K | ﹤0.01% | 2542 |
|
|
2022
Q2 | $2.06M | Buy |
25,804
+1,100
| +4% | +$88K | ﹤0.01% | 2001 |
|
|
2022
Q1 | $2.55M | Sell |
24,704
-20,384
| -45% | -$2.11M | ﹤0.01% | 1857 |
|
|
2021
Q4 | $5.35M | Buy |
45,088
+1,416
| +3% | +$168K | ﹤0.01% | 1420 |
|
|
2021
Q3 | $4.91M | Buy |
43,672
+15,999
| +58% | +$1.8M | ﹤0.01% | 1400 |
|
|
2021
Q2 | $3.04M | Buy |
27,673
+20,213
| +271% | +$2.22M | ﹤0.01% | 1675 |
|
|
2021
Q1 | $671K | Buy |
7,460
+1,325
| +22% | +$119K | ﹤0.01% | 2760 |
|
|
2020
Q4 | $609K | Buy |
6,135
+952
| +18% | +$94.5K | ﹤0.01% | 2576 |
|
|
2020
Q3 | $436K | Sell |
5,183
-152
| -3% | -$12.8K | ﹤0.01% | 2572 |
|
|
2020
Q2 | $464K | Buy |
5,335
+88
| +2% | +$7.65K | ﹤0.01% | 2442 |
|
|
2020
Q1 | $347K | Sell |
5,247
-313
| -6% | -$20.7K | ﹤0.01% | 2364 |
|
|
2019
Q4 | $476K | Sell |
5,560
-1,896
| -25% | -$162K | ﹤0.01% | 2416 |
|
|
2019
Q3 | $605K | Sell |
7,456
-3,416
| -31% | -$277K | ﹤0.01% | 2115 |
|
|
2019
Q2 | $799K | Buy |
+10,872
| New | +$799K | ﹤0.01% | 1891 |
|
|
2018
Q4 | – | Sell |
-7,772
| Closed | -$572K | – | 3226 |
|
|
2018
Q3 | $572K | Buy |
7,772
+1,142
| +17% | +$84K | ﹤0.01% | 2117 |
|
|
2018
Q2 | $475K | Buy |
6,630
+102
| +2% | +$7.31K | ﹤0.01% | 2219 |
|
|
2018
Q1 | $371K | Buy |
+6,528
| New | +$371K | ﹤0.01% | 2407 |
|
|
2016
Q4 | – | Sell |
-12,308
| Closed | -$417K | – | 2778 |
|
|
2016
Q3 | $417K | Sell |
12,308
-2,908
| -19% | -$98.5K | ﹤0.01% | 1869 |
|
|
2016
Q2 | $518K | Buy |
15,216
+6,944
| +84% | +$236K | ﹤0.01% | 1637 |
|
|
2016
Q1 | $226K | Buy |
8,272
+330
| +4% | +$9.02K | ﹤0.01% | 2715 |
|
|
2015
Q4 | $219K | Buy |
+7,942
| New | +$219K | ﹤0.01% | 2760 |
|