SOA Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Hold |
72
| – | – | ﹤0.01% | 506 |
|
|
2025
Q1 | $19.1K | Hold |
72
| – | – | ﹤0.01% | 481 |
|
|
2024
Q4 | $17.4K | Hold |
72
| – | – | ﹤0.01% | 476 |
|
|
2024
Q3 | $16.9K | Hold |
72
| – | – | ﹤0.01% | 473 |
|
|
2024
Q2 | $14.7K | Hold |
72
| – | – | ﹤0.01% | 482 |
|
|
2024
Q1 | $16.6K | Hold |
72
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $13.8K | Sell |
72
-1
| -1% | -$191 | ﹤0.01% | 485 |
|
|
2023
Q3 | $12K | Buy |
73
+1
| +1% | +$164 | ﹤0.01% | 501 |
|
|
2023
Q2 | $12.5K | Sell |
72
-19
| -21% | -$3.31K | ﹤0.01% | 505 |
|
|
2023
Q1 | $15.6K | Hold |
91
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $17.1K | Hold |
91
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $13K | Hold |
91
| – | – | ﹤0.01% | 472 |
|
|
2022
Q2 | $15K | Sell |
91
-41
| -31% | -$6.76K | ﹤0.01% | 436 |
|
|
2022
Q1 | $24K | Hold |
132
| – | – | 0.01% | 435 |
|
|
2021
Q4 | $20K | Buy |
132
+19
| +17% | +$2.88K | ﹤0.01% | 451 |
|
|
2021
Q3 | $17K | Buy |
113
+19
| +20% | +$2.86K | ﹤0.01% | 481 |
|
|
2021
Q2 | $14K | Buy |
94
+12
| +15% | +$1.79K | ﹤0.01% | 519 |
|
|
2021
Q1 | $12K | Sell |
82
-12
| -13% | -$1.76K | ﹤0.01% | 490 |
|
|
2020
Q4 | $13K | Buy |
+94
| New | +$13K | ﹤0.01% | 473 |
|