Sanibel Captiva 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 | $577K | Hold |
2,158
| – | – | 0.02% | 267 |
|
|
2025
Q1 | $571K | Sell |
2,158
-38
| -2% | -$10K | 0.02% | 259 |
|
|
2024
Q4 | $529K | Buy |
2,196
+47
| +2% | +$11.3K | 0.02% | 263 |
|
|
2024
Q3 | $503K | Buy |
2,149
+271
| +14% | +$63.4K | 0.02% | 274 |
|
|
2024
Q2 | $382K | Sell |
1,878
-50
| -3% | -$10.2K | 0.01% | 292 |
|
|
2024
Q1 | $444K | Buy |
1,928
+183
| +10% | +$42.1K | 0.02% | 272 |
|
|
2023
Q4 | $332K | Buy |
+1,745
| New | +$332K | 0.01% | 285 |
|