Lido Advisors’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 | $3.3M | Buy |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $9.04M | Buy |
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|
2023
Q4 | $7.11M | Buy |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
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