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

Financial Advocates Investment Management’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 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