Florida Financial Advisors’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
$312K Sell
1,168
-365
-24% -$97.6K 0.1% 200
2025
Q1
$405K Sell
1,533
-87
-5% -$23K 0.16% 133
2024
Q4
$390K Sell
1,620
-17
-1% -$4.09K 0.17% 113
2024
Q3
$383K Buy
+1,637
New +$383K 0.2% 101