LFA
Legacy Financial Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
1,223
+60
| +5% | +$16.1K | 0.05% | 258 |
|
|
2025
Q1 | $308K | Buy |
1,163
+25
| +2% | +$6.61K | 0.05% | 267 |
|
|
2024
Q4 | $274K | Buy |
1,138
+101
| +10% | +$24.3K | 0.05% | 285 |
|
|
2024
Q3 | $243K | Buy |
+1,037
| New | +$243K | 0.04% | 310 |
|
|
2024
Q2 | – | Sell |
-1,008
| Closed | -$232K | – | 358 |
|
|
2024
Q1 | $232K | Buy |
+1,008
| New | +$232K | 0.04% | 291 |
|
|
2019
Q2 | – | Sell |
-685
| Closed | -$94K | – | 841 |
|
|
2019
Q1 | $94K | Sell |
685
-46
| -6% | -$6.31K | 0.03% | 175 |
|
|
2018
Q4 | $88K | Buy |
731
+537
| +277% | +$64.6K | 0.03% | 154 |
|
|
2018
Q3 | $25K | Hold |
194
| – | – | 0.01% | 342 |
|
|
2018
Q2 | $25K | Buy |
+194
| New | +$25K | 0.01% | 348 |
|
|
2018
Q1 | – | Sell |
-217
| Closed | -$29K | – | 906 |
|
|
2017
Q4 | $29K | Buy |
+217
| New | +$29K | 0.01% | 313 |
|