Summit Securities Group’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 | $1.96K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $0 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $102K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $88K | Sell |
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|
2022
Q3 | $618K | Sell |
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|
2022
Q2 | $911K | Buy |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Buy |
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|
2019
Q3 | $223K | Sell |
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|
2019
Q2 | $314K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $335K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $515K | Buy |
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|
2017
Q1 | – | Hold |
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|
2016
Q4 | – | Hold |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $80K | Buy |
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|
2015
Q2 | $58K | Sell |
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|
2015
Q1 | $97K | Buy |
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|
2014
Q4 | $53K | Sell |
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|
2014
Q3 | $56K | Sell |
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|
2014
Q2 | $151K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $72K | Buy |
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