Allworth Financial’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $761K | Buy |
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|
2024
Q1 | $839K | Sell |
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|
2023
Q4 | $753K | Sell |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $710K | Buy |
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|
2023
Q1 | $556K | Sell |
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|
2022
Q4 | $613K | Buy |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $619K | Buy |
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|
2021
Q4 | $507K | Sell |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q2 | $125K | Sell |
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|
2021
Q1 | $168K | Buy |
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|
2020
Q4 | $131K | Hold |
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|
2020
Q3 | $101K | Sell |
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|
2020
Q2 | $124K | Buy |
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|
2020
Q1 | $105K | Buy |
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|
2019
Q4 | $142K | Buy |
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|
2019
Q3 | $134K | Buy |
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|
2019
Q2 | $127K | Buy |
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|
2019
Q1 | $108K | Buy |
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|
2018
Q4 | $94K | Hold |
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|
2018
Q3 | $102K | Buy |
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|
2018
Q2 | $92K | Buy |
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|
2018
Q1 | $104K | Hold |
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|
2017
Q4 | $101K | Hold |
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|
2017
Q3 | $92K | Buy |
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|
2017
Q2 | $93K | Hold |
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|
2017
Q1 | $89K | Sell |
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|
2016
Q4 | $96K | Sell |
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|
2016
Q3 | $90K | Buy |
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|
2016
Q2 | $80K | Sell |
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|
2016
Q1 | $87K | Hold |
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|
2015
Q4 | $84K | Buy |
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|
2015
Q3 | $72K | Buy |
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|
2015
Q2 | $69K | Buy |
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|
2015
Q1 | $77K | Buy |
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