Sheaff Brock Investment 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
Q1 | $4.73M | Sell |
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|
2024
Q4 | $4.41M | Sell |
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|
2024
Q3 | $4.33M | Sell |
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|
2024
Q2 | $3.8M | Buy |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $4.09M | Buy |
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|
2023
Q3 | $3.48M | Buy |
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|
2023
Q2 | $3.62M | Sell |
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|
2023
Q1 | $3.79M | Buy |
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|
2022
Q4 | $4.02M | Buy |
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|
2022
Q3 | $3.18M | Sell |
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|
2022
Q2 | $3.6M | Sell |
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|
2022
Q1 | $4.29M | Sell |
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|
2021
Q4 | $3.74M | Sell |
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|
2021
Q3 | $3.69M | Buy |
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|
2021
Q2 | $3.61M | Buy |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $328K | Sell |
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|
2020
Q3 | $2.79M | Buy |
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|
2020
Q2 | $2.76M | Buy |
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|
2020
Q1 | $2.27M | Buy |
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|
2019
Q4 | $268K | Sell |
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|
2019
Q3 | $300K | Buy |
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|
2019
Q2 | $302K | Sell |
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|
2019
Q1 | $2.68M | Buy |
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|
2018
Q4 | $2.11M | Buy |
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|
2018
Q3 | $1.94M | Buy |
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|
2018
Q2 | $1.65M | Buy |
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|
2018
Q1 | $1.76M | Buy |
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|
2017
Q4 | $1.46M | Buy |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.22M | Buy |
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|
2017
Q1 | $1.05M | Buy |
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|
2016
Q4 | $1.02M | Buy |
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|
2016
Q3 | $794K | Sell |
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|
2016
Q2 | $831K | Sell |
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|
2016
Q1 | $846K | Sell |
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|
2015
Q4 | $971K | Buy |
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