Steward Partners Investment Advisory’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1K | Sell |
138
-47
| -25% | -$4.13K | ﹤0.01% | 3126 |
|
|
2025
Q1 | $15.4K | Buy |
185
+1
| +0.5% | +$83 | ﹤0.01% | 2917 |
|
|
2024
Q4 | $17.1K | Buy |
184
+154
| +513% | +$14.3K | ﹤0.01% | 2872 |
|
|
2024
Q3 | $3.14K | Hold |
30
| – | – | ﹤0.01% | 3319 |
|
|
2024
Q2 | $2.23K | Hold |
30
| – | – | ﹤0.01% | 3263 |
|
|
2024
Q1 | $2.39K | Hold |
30
| – | – | ﹤0.01% | 3260 |
|
|
2023
Q4 | $2.06K | Hold |
30
| – | – | ﹤0.01% | 3198 |
|
|
2023
Q3 | $2.15K | Sell |
30
-250
| -89% | -$18K | ﹤0.01% | 3069 |
|
|
2023
Q2 | $21.9K | Hold |
280
| – | – | ﹤0.01% | 2247 |
|
|
2023
Q1 | $17.4K | Sell |
280
-75
| -21% | -$4.66K | ﹤0.01% | 2310 |
|
|
2022
Q4 | $20.1K | Sell |
355
-25
| -7% | -$1.42K | ﹤0.01% | 2230 |
|
|
2022
Q3 | $23K | Buy |
380
+2
| +0.5% | +$121 | ﹤0.01% | 2169 |
|
|
2022
Q2 | $30K | Sell |
378
-312
| -45% | -$24.8K | ﹤0.01% | 2041 |
|
|
2022
Q1 | $71K | Buy |
690
+567
| +461% | +$58.3K | ﹤0.01% | 1753 |
|
|
2021
Q4 | $15K | Hold |
123
| – | – | ﹤0.01% | 2449 |
|
|
2021
Q3 | $14K | Hold |
123
| – | – | ﹤0.01% | 2485 |
|
|
2021
Q2 | $14K | Buy |
123
+5
| +4% | +$569 | ﹤0.01% | 5618 |
|
|
2021
Q1 | $10.6K | Buy |
118
+18
| +18% | +$1.62K | ﹤0.01% | 2755 |
|
|
2020
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 2327 |
|
|
2019
Q3 | – | Sell |
-49
| Closed | -$3K | – | 2771 |
|
|
2019
Q2 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 2382 |
|
|
2018
Q4 | – | Sell |
-98
| Closed | -$7K | – | 2053 |
|
|
2018
Q3 | $7K | Buy |
+98
| New | +$7K | ﹤0.01% | 2032 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | – | – | 2337 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1951 |
|