Canandaigua National Trust of Florida’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Hold
1,648
0.31% 80
2025
Q1
$436K Buy
1,648
+10
+0.6% +$2.65K 0.38% 65
2024
Q4
$395K Sell
1,638
-8
-0.5% -$1.93K 0.31% 76
2024
Q3
$385K Buy
+1,646
New +$385K 0.33% 72