Sowell Financial Services’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
1,742
-292
| -14% | -$78.1K | 0.02% | 631 |
|
|
2025
Q1 | $538K | Buy |
+2,034
| New | +$538K | 0.02% | 564 |
|
|
2023
Q2 | – | Sell |
-1,712
| Closed | -$293K | – | 810 |
|
|
2023
Q1 | $293K | Buy |
+1,712
| New | +$293K | 0.02% | 565 |
|
|
2021
Q2 | – | Sell |
-2,072
| Closed | -$333K | – | 2543 |
|
|
2021
Q1 | $333K | Sell |
2,072
-26
| -1% | -$4.18K | 0.01% | 799 |
|
|
2020
Q4 | $294K | Buy |
2,098
+35
| +2% | +$4.91K | 0.01% | 705 |
|
|
2020
Q3 | $223K | Sell |
2,063
-142
| -6% | -$15.3K | 0.01% | 696 |
|
|
2020
Q2 | $251K | Sell |
2,205
-1,576
| -42% | -$179K | 0.01% | 645 |
|
|
2020
Q1 | $376K | Sell |
3,781
-430
| -10% | -$42.8K | 0.03% | 486 |
|
|
2019
Q4 | $577K | Sell |
4,211
-2,176
| -34% | -$298K | 0.04% | 409 |
|
|
2019
Q3 | $950K | Buy |
+6,387
| New | +$950K | 0.08% | 259 |
|
|
2019
Q1 | $324K | Sell |
2,365
-214
| -8% | -$29.3K | 0.04% | 434 |
|
|
2018
Q4 | $309K | Buy |
2,579
+217
| +9% | +$26K | 0.04% | 383 |
|
|
2018
Q3 | $306K | Buy |
+2,362
| New | +$306K | 0.04% | 267 |
|