Catalyst Financial Partners’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 | $328K | Buy |
1,225
+38
| +3% | +$10.2K | 0.04% | 220 |
|
|
2025
Q1 | $314K | Buy |
1,187
+38
| +3% | +$10K | 0.06% | 209 |
|
|
2024
Q4 | $277K | Buy |
1,149
+35
| +3% | +$8.43K | 0.05% | 218 |
|
|
2024
Q3 | $261K | Sell |
1,114
-33
| -3% | -$7.73K | 0.05% | 222 |
|
|
2024
Q2 | $233K | Buy |
1,147
+92
| +9% | +$18.7K | 0.05% | 221 |
|
|
2024
Q1 | $218K | Buy |
+1,055
| New | +$218K | 0.06% | 215 |
|