Founders Financial Alliance’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	–	Sell	-907	Closed	-$240K	–	616
2025 Q1	$240K	Buy	+907	New	+$240K	0.06%	298
2020 Q4	–	Sell	-154	Closed	-$17K	–	1181
2020 Q3	$17K	Buy	+154	New	+$17K	0.01%	622