Kestra Advisory Services’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 | $9.98M | Buy |
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|
2025
Q2 | $9.28M | Sell |
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|
2025
Q1 | $9.32M | Sell |
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|
2024
Q4 | $8.94M | Sell |
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|
2024
Q3 | $11M | Sell |
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|
2024
Q2 | $9.96M | Buy |
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|
2024
Q1 | $9.34M | Buy |
|
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|
2023
Q4 | $7.33M | Buy |
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|
2023
Q3 | $5.52M | Buy |
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|
2023
Q2 | $4.88M | Buy |
|
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|
2023
Q1 | $3.6M | Sell |
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|
2022
Q4 | $5.3M | Buy |
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|
2022
Q3 | $2.71M | Buy |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $2.28M | Buy |
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|
2021
Q4 | $1.93M | Sell |
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|
2021
Q3 | $2.71M | Buy |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $1.73M | Sell |
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|
2020
Q4 | $2.44M | Buy |
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|
2020
Q3 | $1.66M | Buy |
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