Larson Financial Group’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 | $958K | Buy |
|
|||||
|
2025
Q1 | $910K | Buy |
|
|||||
|
2024
Q4 | $474K | Sell |
|
|||||
|
2024
Q3 | $517K | Buy |
|
|||||
|
2024
Q2 | $154K | Buy |
|
|||||
|
2024
Q1 | $28.6K | Sell |
|
|||||
|
2023
Q4 | $61.7K | Sell |
|
|||||
|
2023
Q3 | $53.1K | Buy |
|
|||||
|
2023
Q2 | $21.5K | Hold |
|
|||||
|
2023
Q1 | $21.2K | Hold |
|
|||||
|
2022
Q4 | $23.2K | Buy |
|
|||||
|
2022
Q3 | $19K | Hold |
|
|||||
|
2022
Q2 | $21K | Hold |
|
|||||
|
2022
Q1 | $23K | Hold |
|
|||||
|
2021
Q4 | $19K | Buy |
|
|||||
|
2021
Q3 | $3K | Hold |
|
|||||
|
2021
Q2 | $3K | Hold |
|
|||||
|
2021
Q1 | $3K | Hold |
|
|||||
|
2020
Q4 | $3K | Buy |
|
|||||
|
2020
Q3 | $2K | Sell |
|
|||||
|
2020
Q2 | $3K | Hold |
|
|||||
|
2020
Q1 | $3K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $4K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $3K | Buy |
|