Financial Advocates Investment Management’s Travelers Companies TRV Stock Holding History

Financial Advocates Investment Management’s Portfolio TRV Stock Details TRV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$209K	Sell
2025 Q1	$282K	Buy
2024 Q4	$249K	Buy
2024 Q3	$228K	Buy
2024 Q2	–	Sell
2024 Q1	$226K	Buy
2022 Q4	–	Sell
2022 Q3	$292K	Buy
2018 Q2	–	Sell
2018 Q1	$216K	Buy