Sowell Financial Services’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 | – | Sell |
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|
2025
Q2 | $466K | Sell |
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|
2025
Q1 | $538K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $293K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $333K | Sell |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $376K | Sell |
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|
2019
Q4 | $577K | Sell |
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|
2019
Q3 | $950K | Buy |
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|
2019
Q1 | $324K | Sell |
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|
2018
Q4 | $309K | Buy |
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|
2018
Q3 | $306K | Buy |
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