PFG Investments’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 | $991K | Buy |
3,704
+213
| +6% | +$57K | 0.06% | 312 |
|
|
2025
Q1 | $923K | Sell |
3,491
-87
| -2% | -$23K | 0.06% | 319 |
|
|
2024
Q4 | $862K | Buy |
3,578
+25
| +0.7% | +$6.02K | 0.05% | 328 |
|
|
2024
Q3 | $832K | Sell |
3,553
-24
| -0.7% | -$5.62K | 0.05% | 341 |
|
|
2024
Q2 | $727K | Buy |
3,577
+1,291
| +56% | +$263K | 0.05% | 337 |
|
|
2024
Q1 | $526K | Buy |
+2,286
| New | +$526K | 0.03% | 505 |
|