Retirement Planning Group (Kansas)’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 | $349K | Hold |
1,303
| – | – | 0.01% | 244 |
|
|
2025
Q1 | $345K | Buy |
1,303
+403
| +45% | +$107K | 0.02% | 236 |
|
|
2024
Q4 | $217K | Buy |
900
+39
| +5% | +$9.4K | 0.01% | 263 |
|
|
2024
Q3 | $202K | Buy |
+861
| New | +$202K | 0.01% | 258 |
|
|
2023
Q3 | – | Sell |
-3,102
| Closed | -$539K | – | 168 |
|
|
2023
Q2 | $539K | Hold |
3,102
| – | – | 0.05% | 100 |
|
|
2023
Q1 | $532K | Buy |
3,102
+1,067
| +52% | +$183K | 0.06% | 87 |
|
|
2022
Q4 | $382K | Sell |
2,035
-39
| -2% | -$7.31K | 0.04% | 103 |
|
|
2022
Q3 | $318K | Buy |
+2,074
| New | +$318K | 0.04% | 103 |
|