Steward Partners Investment Advisory’s Trupanion TRUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Hold |
12,555
| – | – | 0.01% | 1148 |
|
|
2025
Q1 | $468K | Buy |
12,555
+750
| +6% | +$28K | ﹤0.01% | 1255 |
|
|
2024
Q4 | $569K | Buy |
11,805
+1,300
| +12% | +$62.7K | 0.01% | 1097 |
|
|
2024
Q3 | $441K | Sell |
10,505
-5,000
| -32% | -$210K | ﹤0.01% | 1159 |
|
|
2024
Q2 | $456K | Buy |
15,505
+3,000
| +24% | +$88.2K | ﹤0.01% | 1096 |
|
|
2024
Q1 | $345K | Buy |
12,505
+8,020
| +179% | +$221K | ﹤0.01% | 1205 |
|
|
2023
Q4 | $137K | Buy |
4,485
+2,595
| +137% | +$79.2K | ﹤0.01% | 1537 |
|
|
2023
Q3 | $53.3K | Hold |
1,890
| – | – | ﹤0.01% | 1878 |
|
|
2023
Q2 | $37.2K | Sell |
1,890
-300
| -14% | -$5.9K | ﹤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% | -$2.61K | ﹤0.01% | 1387 |
|
|
2022
Q2 | $135K | Buy |
2,234
+669
| +43% | +$40.4K | ﹤0.01% | 1369 |
|
|
2022
Q1 | $139K | Sell |
1,565
-3,618
| -70% | -$321K | ﹤0.01% | 1459 |
|
|
2021
Q4 | $684K | Buy |
5,183
+1,021
| +25% | +$135K | 0.01% | 833 |
|
|
2021
Q3 | $323K | Buy |
4,162
+4,157
| +83,140% | +$323K | 0.01% | 1072 |
|
|
2021
Q2 | $1K | Sell |
5
-435
| -99% | -$87K | ﹤0.01% | 6991 |
|
|
2021
Q1 | $33.5K | Buy |
+440
| New | +$33.5K | ﹤0.01% | 2204 |
|