Steward Partners Investment Advisory’s Trupanion TRUP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$316K	Hold	12,330	–	–	﹤0.01%	1784
2025 Q4	$461K	Sell	12,330 -250	-2%	-$9.82K	﹤0.01%	1470
2025 Q3	$544K	Buy	12,580 +25	+0.2%	+$1.19K	﹤0.01%	1325
2025 Q2	$695K	Hold	12,555	–	–	0.01%	1148
2025 Q1	$468K	Buy	12,555 +750	+6%	+$31.2K	﹤0.01%	1255
2024 Q4	$569K	Buy	11,805 +1,300	+12%	+$66.7K	0.01%	1097
2024 Q3	$441K	Sell	10,505 -5,000	-32%	-$195K	﹤0.01%	1159
2024 Q2	$456K	Buy	15,505 +3,000	+24%	+$79.5K	﹤0.01%	1096
2024 Q1	$345K	Buy	12,505 +8,020	+179%	+$224K	﹤0.01%	1205
2023 Q4	$137K	Buy	4,485 +2,595	+137%	+$68.8K	﹤0.01%	1537
2023 Q3	$53.3K	Hold	1,890	–	–	﹤0.01%	1878
2023 Q2	$37.2K	Sell	1,890 -300	-14%	-$8.46K	﹤0.01%	2005
2023 Q1	$93.9K	Hold	2,190	–	–	﹤0.01%	1613
2022 Q4	$104K	Hold	2,190	–	–	﹤0.01%	1527
2022 Q3	$130K	Sell	2,190 -44	-2%	-$2.96K	﹤0.01%	1387
2022 Q2	$135K	Buy	2,234 +669	+43%	+$45.5K	﹤0.01%	1369
2022 Q1	$139K	Sell	1,565 -3,618	-70%	-$333K	﹤0.01%	1459
2021 Q4	$684K	Buy	5,183 +1,021	+25%	+$119K	0.01%	833
2021 Q3	$323K	Buy	4,162 +4,157	+83,140%	+$410K	0.01%	1072
2021 Q2	$1K	Sell	5 -435	-99%	-$37.8K	﹤0.01%	6995
2021 Q1	$33.5K	Buy	+440	New	+$45.1K	﹤0.01%	2204