Sequoia Financial Advisors’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 | $7.07M | Buy |
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|
2025
Q2 | $3.62M | Buy |
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|
2025
Q1 | $3.22M | Buy |
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|
2024
Q4 | $2.84M | Buy |
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|
2024
Q3 | $2.42M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $810K | Buy |
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|
2023
Q2 | $707K | Sell |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $737K | Buy |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $472K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $346K | Sell |
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|
2019
Q2 | $367K | Buy |
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|
2019
Q1 | $308K | Buy |
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|
2018
Q4 | $218K | Sell |
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|
2018
Q3 | $238K | Sell |
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|
2018
Q2 | $243K | Buy |
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|
2018
Q1 | $273K | Sell |
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|
2017
Q4 | $276K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $283K | Sell |
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|
2017
Q1 | $304K | Buy |
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|
2016
Q4 | $277K | Buy |
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|
2016
Q3 | $253K | Buy |
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|
2016
Q2 | $247K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $223K | Buy |
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