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SFS
TRU icon

Sowell Financial Services’s TransUnion TRU Stock Holding History

Sowell Financial Services’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
– Sell
-1,405
Closed -$148K – 2541
2021
Q1
$148K Buy
1,405
+1,276
+989% +$115K 0.01% 1197
2020
Q4
$13K Sell
129
-39
-23% -$3.57K ﹤0.01% 1926
2020
Q3
$14K Sell
168
-320
-66% -$27.6K ﹤0.01% 1709
2020
Q2
$42K Buy
488
+210
+76% +$16.8K ﹤0.01% 1214
2020
Q1
$18K Buy
278
+33
+13% +$2.85K ﹤0.01% 1434
2019
Q4
$21K Sell
245
-48
-16% -$4K ﹤0.01% 1430
2019
Q3
$24K Buy
+293
New +$23.6K ﹤0.01% 1221

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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