Farther Finance Advisors’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 | $933K | Sell |
3,486
-167
| -5% | -$44.7K | 0.02% | 618 |
|
|
2025
Q1 | $966K | Buy |
3,653
+1,049
| +40% | +$278K | 0.02% | 518 |
|
|
2024
Q4 | $631K | Buy |
2,604
+94
| +4% | +$22.8K | 0.02% | 512 |
|
|
2024
Q3 | $588K | Buy |
2,510
+189
| +8% | +$44.3K | 0.02% | 529 |
|
|
2024
Q2 | $471K | Buy |
2,321
+1,388
| +149% | +$282K | 0.02% | 499 |
|
|
2024
Q1 | $213K | Buy |
933
+149
| +19% | +$34K | 0.01% | 664 |
|
|
2023
Q4 | $149K | Buy |
784
+375
| +92% | +$71.4K | 0.01% | 656 |
|
|
2023
Q3 | $66.8K | Buy |
409
+152
| +59% | +$24.8K | 0.01% | 685 |
|
|
2023
Q2 | $44.6K | Buy |
257
+8
| +3% | +$1.39K | 0.01% | 716 |
|
|
2023
Q1 | $42.7K | Buy |
249
+43
| +21% | +$7.37K | 0.01% | 649 |
|
|
2022
Q4 | $38.6K | Buy |
+206
| New | +$38.6K | 0.02% | 549 |
|