Seamount Financial Group’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,969
| Closed | -$474K | – | 102 |
|
|
2024
Q4 | $474K | Sell |
1,969
-185
| -9% | -$44.6K | 0.33% | 68 |
|
|
2024
Q3 | $504K | Hold |
2,154
| – | – | 0.38% | 61 |
|
|
2024
Q2 | $438K | Hold |
2,154
| – | – | 0.36% | 63 |
|
|
2024
Q1 | $496K | Hold |
2,154
| – | – | 0.43% | 58 |
|
|
2023
Q4 | $410K | Buy |
+2,154
| New | +$410K | 0.39% | 61 |
|