Financial Advocates Investment Management’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 | $209K | Sell |
780
-286
| -27% | -$76.5K | 0.02% | 575 |
|
|
2025
Q1 | $282K | Buy |
1,066
+33
| +3% | +$8.73K | 0.02% | 575 |
|
|
2024
Q4 | $249K | Buy |
1,033
+58
| +6% | +$14K | 0.01% | 647 |
|
|
2024
Q3 | $228K | Buy |
+975
| New | +$228K | 0.01% | 680 |
|
|
2024
Q2 | – | Sell |
-980
| Closed | -$226K | – | 791 |
|
|
2024
Q1 | $226K | Buy |
+980
| New | +$226K | 0.01% | 683 |
|
|
2022
Q4 | – | Sell |
-1,913
| Closed | -$292K | – | 862 |
|
|
2022
Q3 | $292K | Buy |
+1,913
| New | +$292K | 0.02% | 545 |
|
|
2018
Q2 | – | Sell |
-1,558
| Closed | -$216K | – | 508 |
|
|
2018
Q1 | $216K | Buy |
+1,558
| New | +$216K | 0.03% | 438 |
|