Empower Advisory Group’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 | $579K | Sell |
2,165
-399
| -16% | -$107K | ﹤0.01% | 307 |
|
|
2025
Q1 | $678K | Sell |
2,564
-34
| -1% | -$8.99K | ﹤0.01% | 282 |
|
|
2024
Q4 | $626K | Buy |
2,598
+414
| +19% | +$99.7K | ﹤0.01% | 295 |
|
|
2024
Q3 | $511K | Sell |
2,184
-4
| -0.2% | -$936 | ﹤0.01% | 308 |
|
|
2024
Q2 | $445K | Buy |
2,188
+73
| +3% | +$14.8K | ﹤0.01% | 320 |
|
|
2024
Q1 | $487K | Buy |
2,115
+1,002
| +90% | +$231K | ﹤0.01% | 305 |
|
|
2023
Q4 | $212K | Buy |
+1,113
| New | +$212K | ﹤0.01% | 453 |
|