SFMG Wealth 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
Q2 | $259K | Hold |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $238K | Hold |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $290K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q2 | $213K | Buy |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Hold |
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|
2022
Q1 | $221K | Buy |
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