Sageworth Trust Company of South Dakota’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $644K | Hold |
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|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $689K | Hold |
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|
2024
Q4 | $628K | Sell |
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|
2024
Q3 | $677K | Sell |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $692K | Buy |
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|
2023
Q4 | $558K | Hold |
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|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $112K | Hold |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $741K | Sell |
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|
2021
Q4 | $891K | Buy |
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