Founders Financial Securities’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 | $2.72M | Sell |
10,177
-69
| -0.7% | -$18.5K | 0.21% | 102 |
|
|
2025
Q1 | $2.68M | Buy |
10,246
+813
| +9% | +$213K | 0.23% | 96 |
|
|
2024
Q4 | $2.27M | Buy |
9,433
+164
| +2% | +$39.5K | 0.2% | 97 |
|
|
2024
Q3 | $2.17M | Sell |
9,269
-70
| -0.7% | -$16.4K | 0.2% | 97 |
|
|
2024
Q2 | $1.9M | Buy |
9,339
+522
| +6% | +$106K | 0.18% | 113 |
|
|
2024
Q1 | $2.03M | Buy |
8,817
+417
| +5% | +$96K | 0.21% | 98 |
|
|
2023
Q4 | $1.6M | Buy |
8,400
+165
| +2% | +$31.4K | 0.18% | 109 |
|
|
2023
Q3 | $1.34M | Buy |
8,235
+1,384
| +20% | +$226K | 0.17% | 109 |
|
|
2023
Q2 | $1.19M | Buy |
6,851
+399
| +6% | +$69.3K | 0.16% | 123 |
|
|
2023
Q1 | $1.11M | Buy |
6,452
+382
| +6% | +$65.5K | 0.16% | 126 |
|
|
2022
Q4 | $1.14M | Buy |
6,070
+346
| +6% | +$64.9K | 0.18% | 120 |
|
|
2022
Q3 | $877K | Buy |
5,724
+913
| +19% | +$140K | 0.16% | 129 |
|
|
2022
Q2 | $814K | Sell |
4,811
-644
| -12% | -$109K | 0.16% | 116 |
|
|
2022
Q1 | $997K | Buy |
5,455
+414
| +8% | +$75.7K | 0.18% | 115 |
|
|
2021
Q4 | $789K | Buy |
5,041
+152
| +3% | +$23.8K | 0.14% | 128 |
|
|
2021
Q3 | $743K | Buy |
4,889
+181
| +4% | +$27.5K | 0.15% | 124 |
|
|
2021
Q2 | $705K | Buy |
4,708
+503
| +12% | +$75.3K | 0.14% | 145 |
|
|
2021
Q1 | $632K | Buy |
4,205
+435
| +12% | +$65.4K | 0.15% | 136 |
|
|
2020
Q4 | $529K | Buy |
3,770
+1,376
| +57% | +$193K | 0.13% | 121 |
|
|
2020
Q3 | $259K | Buy |
2,394
+282
| +13% | +$30.5K | 0.08% | 137 |
|
|
2020
Q2 | $241K | Buy |
+2,112
| New | +$241K | 0.08% | 146 |
|