Riverview Trust Company’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 | – | Sell |
-82
| Closed | -$21.7K | – | 552 |
|
2025
Q1 | $21.7K | Sell |
82
-5
| -6% | -$1.32K | 0.02% | 394 |
|
2024
Q4 | $21K | Hold |
87
| – | – | 0.02% | 442 |
|
2024
Q3 | $20.4K | Buy |
87
+5
| +6% | +$1.17K | 0.02% | 465 |
|
2024
Q2 | $16.7K | Hold |
82
| – | – | 0.02% | 513 |
|
2024
Q1 | $18.9K | Buy |
+82
| New | +$18.9K | 0.01% | 508 |
|
2023
Q4 | – | Sell |
-82
| Closed | -$13.4K | – | 586 |
|
2023
Q3 | $13.4K | Hold |
82
| – | – | 0.01% | 599 |
|
2023
Q2 | $14.2K | Hold |
82
| – | – | 0.01% | 562 |
|
2023
Q1 | $14.1K | Hold |
82
| – | – | 0.01% | 527 |
|
2022
Q4 | $15K | Hold |
82
| – | – | 0.01% | 452 |
|
2022
Q3 | $13K | Sell |
82
-112
| -58% | -$17.8K | 0.01% | 540 |
|
2022
Q2 | $33K | Hold |
194
| – | – | 0.03% | 266 |
|
2022
Q1 | $35K | Buy |
+194
| New | +$35K | 0.03% | 273 |
|
2020
Q4 | – | Sell |
-125
| Closed | -$14K | – | 243 |
|
2020
Q3 | $14K | Hold |
125
| – | – | 0.02% | 214 |
|
2020
Q2 | $14K | Hold |
125
| – | – | 0.01% | 223 |
|
2020
Q1 | $12K | Hold |
125
| – | – | 0.01% | 229 |
|
2019
Q4 | $17K | Hold |
125
| – | – | 0.01% | 241 |
|
2019
Q3 | $19K | Hold |
125
| – | – | 0.01% | 237 |
|
2019
Q2 | $19K | Sell |
125
-24
| -16% | -$3.65K | 0.01% | 230 |
|
2019
Q1 | $20K | Buy |
+149
| New | +$20K | 0.02% | 234 |
|