HBK Sorce Advisory’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $972K | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $921K | Buy |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $836K | Sell |
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|
2023
Q1 | $882K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $437K | Buy |
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|
2017
Q2 | – | Hold |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $717K | Sell |
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|
2016
Q3 | $698K | Buy |
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