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	-1,742	Closed	-$466K	–	1130
2025 Q2	$466K	Sell	1,742 -292	-14%	-$77K	0.02%	631
2025 Q1	$538K	Buy	+2,034	New	+$507K	0.02%	564
2023 Q2	–	Sell	-1,712	Closed	-$293K	–	810
2023 Q1	$293K	Buy	+1,712	New	+$311K	0.02%	565
2021 Q2	–	Sell	-2,072	Closed	-$333K	–	2542
2021 Q1	$333K	Sell	2,072 -26	-1%	-$3.82K	0.01%	799
2020 Q4	$294K	Buy	2,098 +35	+2%	+$4.5K	0.01%	705
2020 Q3	$223K	Sell	2,063 -142	-6%	-$16.3K	0.01%	696
2020 Q2	$251K	Sell	2,205 -1,576	-42%	-$166K	0.01%	645
2020 Q1	$376K	Sell	3,781 -430	-10%	-$53.5K	0.03%	486
2019 Q4	$577K	Sell	4,211 -2,176	-34%	-$296K	0.04%	409
2019 Q3	$950K	Buy	+6,387	New	+$950K	0.08%	259
2019 Q1	$324K	Sell	2,365 -214	-8%	-$27.4K	0.04%	436
2018 Q4	$309K	Buy	2,579 +217	+9%	+$27.2K	0.04%	383
2018 Q3	$306K	Buy	+2,362	New	+$305K	0.04%	267