Kestra Private Wealth 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
Q2 | $1.57M | Sell |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $987K | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $968K | Sell |
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|
2023
Q3 | $864K | Sell |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.19M | Buy |
|
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|
2022
Q4 | $758K | Buy |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $283K | Buy |
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|
2020
Q4 | $259K | Buy |
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