JNBA Financial 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 | $741K | Hold |
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|
2025
Q1 | $732K | Sell |
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|
2024
Q4 | $727K | Sell |
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|
2024
Q3 | $718K | Sell |
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|
2024
Q2 | $632K | Sell |
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|
2024
Q1 | $723K | Sell |
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|
2023
Q4 | $602K | Hold |
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|
2023
Q3 | $516K | Hold |
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|
2023
Q2 | $548K | Hold |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $595K | Hold |
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|
2022
Q3 | $487K | Sell |
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|
2022
Q2 | $552K | Hold |
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|
2022
Q1 | $596K | Sell |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $496K | Sell |
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|
2021
Q2 | $498K | Hold |
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|
2021
Q1 | $501K | Hold |
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|
2020
Q4 | $467K | Sell |
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|
2020
Q3 | $407K | Hold |
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|
2020
Q2 | $429K | Hold |
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|
2020
Q1 | $373K | Hold |
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|
2019
Q4 | $515K | Hold |
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|
2019
Q3 | $559K | Hold |
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|
2019
Q2 | $562K | Buy |
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|
2019
Q1 | $515K | Hold |
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|
2018
Q4 | $449K | Buy |
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|
2018
Q3 | $26K | Sell |
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|
2018
Q2 | $471K | Hold |
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|
2018
Q1 | $535K | Hold |
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|
2017
Q4 | $523K | Sell |
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|
2017
Q3 | $481K | Hold |
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|
2017
Q2 | $497K | Sell |
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|
2017
Q1 | $583K | Sell |
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|
2016
Q4 | $604K | Buy |
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|
2016
Q3 | $151K | Sell |
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|
2016
Q2 | $470K | Buy |
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|
2016
Q1 | $383K | Buy |
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|
2015
Q4 | $367K | Hold |
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|
2015
Q3 | $324K | Hold |
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|
2015
Q2 | $314K | Hold |
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|
2015
Q1 | $352K | Sell |
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|
2014
Q4 | $387K | Sell |
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|
2014
Q3 | $359K | Buy |
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|
2014
Q2 | $349K | Sell |
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|
2014
Q1 | $348K | Sell |
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|
2013
Q4 | $435K | Sell |
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|
2013
Q3 | $457K | Sell |
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|
2013
Q2 | $455K | Buy |
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