Steward Partners Investment Advisory’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
Q2 | $5.46M | Sell |
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|
2025
Q1 | $5.68M | Buy |
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|
2024
Q4 | $5.12M | Buy |
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|
2024
Q3 | $4.27M | Sell |
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|
2024
Q2 | $3.97M | Sell |
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|
2024
Q1 | $4.58M | Buy |
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|
2023
Q4 | $3.47M | Sell |
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|
2023
Q3 | $3.04M | Sell |
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|
2023
Q2 | $5.28M | Buy |
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|
2023
Q1 | $4.99M | Buy |
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|
2022
Q4 | $4.84M | Buy |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $3.06M | Sell |
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|
2022
Q1 | $3.41M | Buy |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | $2.74M | Sell |
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|
2021
Q2 | $2.71M | Sell |
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|
2021
Q1 | $3.2M | Buy |
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|
2020
Q4 | $2.88M | Sell |
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|
2020
Q3 | $2.52M | Buy |
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|
2020
Q2 | $1.9M | Buy |
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|
2020
Q1 | $530K | Sell |
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|
2019
Q4 | $801K | Sell |
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|
2019
Q3 | $891K | Buy |
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|
2019
Q2 | $788K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $620K | Buy |
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|
2018
Q3 | $567K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $438K | Buy |
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|
2017
Q4 | $384K | Buy |
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|
2017
Q3 | $337K | Sell |
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|
2017
Q2 | $352K | Sell |
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|
2017
Q1 | $346K | Buy |
|