Financial Freedom LLC’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 | $124K | Buy |
465
+1
| +0.2% | +$267 | 0.07% | 125 |
|
|
2025
Q1 | $123K | Hold |
464
| – | – | 0.07% | 122 |
|
|
2024
Q4 | $112K | Sell |
464
-78
| -14% | -$18.8K | 0.06% | 124 |
|
|
2024
Q3 | $127K | Hold |
542
| – | – | 0.07% | 125 |
|
|
2024
Q2 | $110K | Buy |
542
+1
| +0.2% | +$203 | 0.06% | 128 |
|
|
2024
Q1 | $124K | Hold |
541
| – | – | 0.07% | 124 |
|
|
2023
Q4 | $103K | Sell |
541
-113
| -17% | -$21.5K | 0.07% | 123 |
|
|
2023
Q3 | $107K | Buy |
654
+1
| +0.2% | +$163 | 0.08% | 119 |
|
|
2023
Q2 | $113K | Hold |
653
| – | – | 0.08% | 115 |
|
|
2023
Q1 | $112K | Buy |
653
+1
| +0.2% | +$171 | 0.08% | 109 |
|
|
2022
Q4 | $122K | Buy |
+652
| New | +$122K | 0.08% | 104 |
|