BOK Financial Private Wealth’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
Q3 | $38.8K | Hold |
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|
2025
Q2 | $37.2K | Hold |
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|
2025
Q1 | $36.8K | Sell |
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|
2024
Q4 | $34.4K | Buy |
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|
2024
Q3 | $32.5K | Hold |
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|
2024
Q2 | $28.3K | Hold |
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|
2024
Q1 | $32K | Hold |
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|
2023
Q4 | $26.5K | Hold |
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|
2023
Q3 | $22.7K | Hold |
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|
2023
Q2 | $24.1K | Hold |
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|
2023
Q1 | $23.8K | Hold |
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|
2022
Q4 | $26.1K | Hold |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $248K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.04M | Sell |
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|
2019
Q4 | $4.5M | Buy |
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