IFP Advisors’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
Q2 | $3.72M | Buy |
|
|||||
|
2025
Q1 | $3.62M | Buy |
|
|||||
|
2024
Q4 | $3.16M | Buy |
|
|||||
|
2024
Q3 | $980K | Sell |
|
|||||
|
2024
Q2 | $862K | Buy |
|
|||||
|
2024
Q1 | $237K | Buy |
|
|||||
|
2023
Q4 | $191K | Sell |
|
|||||
|
2023
Q3 | $212K | Buy |
|
|||||
|
2023
Q2 | $198K | Buy |
|
|||||
|
2023
Q1 | $80K | Sell |
|
|||||
|
2022
Q4 | $222K | Sell |
|
|||||
|
2022
Q3 | $234K | Buy |
|
|||||
|
2022
Q2 | $216K | Hold |
|
|||||
|
2022
Q1 | $216K | Buy |
|
|||||
|
2021
Q4 | $137K | Sell |
|
|||||
|
2021
Q3 | $162K | Buy |
|
|||||
|
2021
Q2 | $126K | Sell |
|
|||||
|
2021
Q1 | $172K | Sell |
|
|||||
|
2020
Q4 | $173K | Sell |
|
|||||
|
2020
Q3 | $160K | Sell |
|
|||||
|
2020
Q2 | $184K | Buy |
|
|||||
|
2020
Q1 | $142K | Buy |
|
|||||
|
2019
Q4 | $184K | Sell |
|
|||||
|
2019
Q3 | $247K | Buy |
|
|||||
|
2019
Q1 | $25K | Sell |
|
|||||
|
2018
Q4 | $515K | Sell |
|
|||||
|
2018
Q3 | $620K | Buy |
|
|||||
|
2018
Q2 | $496K | Buy |
|
|||||
|
2018
Q1 | $464K | Hold |
|
|||||
|
2017
Q4 | $464K | Sell |
|
|||||
|
2017
Q3 | $834K | Sell |
|
|||||
|
2017
Q2 | $1.38M | Buy |
|
|||||
|
2017
Q1 | $1.23M | Buy |
|
|||||
|
2016
Q4 | $1.18M | Buy |
|
|||||
|
2016
Q3 | $1.03M | Sell |
|
|||||
|
2016
Q2 | $1.15M | Buy |
|
|||||
|
2016
Q1 | $25K | Sell |
|
|||||
|
2015
Q4 | $966K | Buy |
|