SEA
Stegent Equity Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
2,112
+208
| +11% | +$55.6K | 0.5% | 60 |
|
|
2025
Q1 | $504K | Buy |
1,904
+175
| +10% | +$46.3K | 0.51% | 59 |
|
|
2024
Q4 | $416K | Sell |
1,729
-23
| -1% | -$5.54K | 0.42% | 58 |
|
|
2024
Q3 | $410K | Sell |
1,752
-141
| -7% | -$33K | 0.45% | 57 |
|
|
2024
Q2 | $385K | Sell |
1,893
-122
| -6% | -$24.8K | 0.4% | 51 |
|
|
2024
Q1 | $464K | Buy |
+2,015
| New | +$464K | 0.47% | 51 |
|