Oliver Lagore Vanvalin Investment Group’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.9K | Buy |
+321
| New | +$84.9K | 0.03% | 195 |
|
|
2024
Q4 | $77.3K | Hold |
321
| – | – | 0.02% | 209 |
|
|
2024
Q3 | $75.2K | Hold |
321
| – | – | 0.02% | 204 |
|
|
2024
Q2 | $65.3K | Hold |
321
| – | – | 0.02% | 211 |
|
|
2024
Q1 | $73.9K | Sell |
321
-9
| -3% | -$2.07K | 0.02% | 207 |
|
|
2023
Q4 | $62.9K | Hold |
330
| – | – | 0.02% | 197 |
|
|
2023
Q3 | $53.9K | Buy |
330
+152
| +85% | +$24.8K | 0.02% | 233 |
|
|
2023
Q2 | $30.9K | Sell |
178
-5
| -3% | -$868 | 0.01% | 309 |
|
|
2023
Q1 | $31.4K | Hold |
183
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $34.3K | Sell |
183
-8
| -4% | -$1.5K | 0.02% | 215 |
|
|
2022
Q3 | $29K | Hold |
191
| – | – | 0.02% | 219 |
|
|
2022
Q2 | $32K | Buy |
191
+16
| +9% | +$2.68K | 0.02% | 222 |
|
|
2022
Q1 | $32K | Buy |
+175
| New | +$32K | 0.02% | 208 |
|