Summit Financial’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 | $440K | Buy |
1,643
+261
| +19% | +$69.8K | 0.01% | 593 |
|
|
2025
Q1 | $365K | Sell |
1,382
-38
| -3% | -$10K | 0.01% | 577 |
|
|
2024
Q4 | $342K | Sell |
1,420
-360
| -20% | -$86.7K | 0.01% | 513 |
|
|
2024
Q3 | $417K | Sell |
1,780
-17
| -0.9% | -$3.98K | 0.02% | 401 |
|
|
2024
Q2 | $365K | Buy |
+1,797
| New | +$365K | 0.02% | 380 |
|