SDH
Sloy Dahl & Holst’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
839
| – | – | 0.03% | 103 |
|
|
2025
Q1 | $222K | Sell |
839
-275
| -25% | -$72.7K | 0.04% | 96 |
|
|
2024
Q4 | $268K | Hold |
1,114
| – | – | 0.03% | 83 |
|
|
2024
Q3 | $261K | Sell |
1,114
-138
| -11% | -$32.3K | 0.04% | 81 |
|
|
2024
Q2 | $255K | Hold |
1,252
| – | – | 0.05% | 72 |
|
|
2024
Q1 | $288K | Sell |
1,252
-247
| -16% | -$56.8K | 0.07% | 66 |
|
|
2023
Q4 | $286K | Hold |
1,499
| – | – | 0.06% | 68 |
|
|
2023
Q3 | $245K | Hold |
1,499
| – | – | 0.05% | 71 |
|
|
2023
Q2 | $260K | Hold |
1,499
| – | – | 0.05% | 63 |
|
|
2023
Q1 | $257K | Sell |
1,499
-75
| -5% | -$12.9K | 0.06% | 59 |
|
|
2022
Q4 | $295K | Hold |
1,574
| – | – | 0.1% | 48 |
|
|
2022
Q3 | $241K | Hold |
1,574
| – | – | 0.05% | 67 |
|
|
2022
Q2 | $266K | Hold |
1,574
| – | – | 0.06% | 58 |
|
|
2022
Q1 | $288K | Hold |
1,574
| – | – | 0.05% | 55 |
|
|
2021
Q4 | $239K | Hold |
1,574
| – | – | 0.05% | 80 |
|
|
2021
Q3 | $239K | Sell |
1,574
-45
| -3% | -$6.83K | 0.05% | 80 |
|
|
2021
Q2 | $242K | Hold |
1,619
| – | – | 0.03% | 59 |
|
|
2021
Q1 | $243K | Buy |
1,619
+94
| +6% | +$14.1K | 0.03% | 57 |
|
|
2020
Q4 | $208K | Buy |
+1,525
| New | +$208K | 0.1% | 50 |
|
|
2020
Q1 | – | Sell |
-1,547
| Closed | -$211K | – | 43 |
|
|
2019
Q4 | $211K | Buy |
+1,547
| New | +$211K | 0.2% | 45 |
|