Rise Advisors’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 | $36.3K | Buy |
136
+1
| +0.7% | +$267 | 0.01% | 301 |
|
|
2025
Q1 | $35.8K | Buy |
135
+33
| +32% | +$8.75K | 0.02% | 287 |
|
|
2024
Q4 | $24.5K | Buy |
102
+1
| +1% | +$241 | 0.01% | 519 |
|
|
2024
Q3 | $23.7K | Hold |
101
| – | – | 0.01% | 568 |
|
|
2024
Q2 | $20.5K | Buy |
101
+1
| +1% | +$203 | 0.01% | 622 |
|
|
2024
Q1 | $23K | Buy |
100
+38
| +61% | +$8.75K | 0.01% | 551 |
|
|
2023
Q4 | $11.9K | Hold |
62
| – | – | 0.01% | 306 |
|
|
2023
Q3 | $10.1K | Hold |
62
| – | – | 0.01% | 315 |
|
|
2023
Q2 | $10.7K | Buy |
62
+1
| +2% | +$173 | 0.01% | 331 |
|
|
2023
Q1 | $10.5K | Hold |
61
| – | – | 0.01% | 352 |
|
|
2022
Q4 | $11.4K | Hold |
61
| – | – | 0.01% | 334 |
|
|
2022
Q3 | $9K | Buy |
61
+1
| +2% | +$148 | 0.01% | 359 |
|
|
2022
Q2 | $10K | Hold |
60
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $11K | Hold |
60
| – | – | 0.01% | 317 |
|
|
2021
Q4 | $9.34K | Buy |
+60
| New | +$9.34K | 0.01% | 333 |
|