EFA
Evernest Financial Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
3,155
+36
| +1% | +$9.63K | 0.27% | 77 |
|
|
2025
Q1 | $825K | Sell |
3,119
-42
| -1% | -$11.1K | 0.3% | 78 |
|
|
2024
Q4 | $761K | Buy |
3,161
+535
| +20% | +$129K | 0.2% | 81 |
|
|
2024
Q3 | $615K | Sell |
2,626
-40
| -2% | -$9.37K | 0.17% | 94 |
|
|
2024
Q2 | $542K | Buy |
2,666
+395
| +17% | +$80.3K | 0.24% | 80 |
|
|
2024
Q1 | $486K | Buy |
2,271
+16
| +0.7% | +$3.42K | 0.23% | 85 |
|
|
2023
Q4 | $430K | Buy |
+2,255
| New | +$430K | 0.22% | 92 |
|
|
2021
Q4 | $475K | Buy |
+2,215
| New | +$475K | 0.25% | 85 |
|