Legacy Financial Group (Iowa)’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
2,587
+199
| +8% | +$53.2K | 0.1% | 63 |
|
|
2025
Q1 | $631K | Sell |
2,388
-218
| -8% | -$57.6K | 0.1% | 61 |
|
|
2024
Q4 | $628K | Buy |
+2,606
| New | +$628K | 0.1% | 66 |
|
|
2024
Q3 | – | Sell |
-1,679
| Closed | -$341K | – | 96 |
|
|
2024
Q2 | $341K | Buy |
+1,679
| New | +$341K | 0.07% | 80 |
|
|
2023
Q4 | – | Sell |
-608
| Closed | -$99.3K | – | 471 |
|
|
2023
Q3 | $99.3K | Buy |
+608
| New | +$99.3K | 0.02% | 132 |
|