Fiduciary Alliance’s Travelers Companies TRV Stock Holding History

Fiduciary Alliance’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$245K	Sell
2025 Q2	$257K	Buy
2025 Q1	$224K	Sell
2024 Q4	$218K	Buy
2023 Q3	–	Sell
2023 Q2	$71.5K	Buy
2023 Q1	–	Sell
2022 Q4	$44.6K	Buy