Capital Advisory Group Advisory Services’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 | $306K | Sell |
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|
2025
Q2 | $299K | Hold |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $230K | Hold |
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|
2024
Q1 | $261K | Buy |
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|
2023
Q4 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | $194K | Buy |
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|
2021
Q2 | $175K | Buy |
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|
2021
Q1 | $175K | Buy |
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|
2020
Q4 | $106K | Buy |
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|
2020
Q3 | $77K | Sell |
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|
2020
Q2 | $81K | Buy |
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