LT
Legacy Trust’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
963
-88
| -8% | -$23.5K | 0.06% | 130 |
|
|
2025
Q1 | $278K | Hold |
1,051
| – | – | 0.07% | 136 |
|
|
2024
Q4 | $253K | Sell |
1,051
-143
| -12% | -$34.4K | 0.06% | 144 |
|
|
2024
Q3 | $280K | Buy |
1,194
+143
| +14% | +$33.5K | 0.06% | 139 |
|
|
2024
Q2 | $214K | Sell |
1,051
-174
| -14% | -$35.4K | 0.05% | 141 |
|
|
2024
Q1 | $282K | Sell |
1,225
-18
| -1% | -$4.14K | 0.07% | 134 |
|
|
2023
Q4 | $237K | Hold |
1,243
| – | – | 0.06% | 148 |
|
|
2023
Q3 | $203K | Sell |
1,243
-103
| -8% | -$16.8K | 0.06% | 152 |
|
|
2023
Q2 | $234K | Buy |
1,346
+10
| +0.7% | +$1.74K | 0.06% | 149 |
|
|
2023
Q1 | $229K | Buy |
1,336
+33
| +3% | +$5.66K | 0.07% | 151 |
|
|
2022
Q4 | $244K | Buy |
+1,303
| New | +$244K | 0.08% | 140 |
|