Sunbelt Securities’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 | $287K | Hold |
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|
2025
Q1 | $315K | Hold |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $268K | Buy |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $68.9K | Buy |
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|
2023
Q3 | $59K | Buy |
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|
2023
Q2 | $62.6K | Buy |
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|
2023
Q1 | $61.3K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $213K | Sell |
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|
2020
Q4 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Buy |
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