TFC Financial Management’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 | $3.75K | Buy |
14
+1
| +8% | +$268 | ﹤0.01% | 446 |
|
|
2025
Q1 | $3.44K | Hold |
13
| – | – | ﹤0.01% | 436 |
|
|
2024
Q4 | $3.13K | Hold |
13
| – | – | ﹤0.01% | 459 |
|
|
2024
Q3 | $3.04K | Sell |
13
-4
| -24% | -$937 | ﹤0.01% | 463 |
|
|
2024
Q2 | $3.46K | Buy |
17
+3
| +21% | +$610 | ﹤0.01% | 429 |
|
|
2024
Q1 | $3.22K | Buy |
14
+1
| +8% | +$230 | ﹤0.01% | 422 |
|
|
2023
Q4 | $2.48K | Buy |
13
+6
| +86% | +$1.14K | ﹤0.01% | 433 |
|
|
2023
Q3 | $1.14K | Hold |
7
| – | – | ﹤0.01% | 518 |
|
|
2023
Q2 | $1.22K | Sell |
7
-4
| -36% | -$695 | ﹤0.01% | 496 |
|
|
2023
Q1 | $1.89K | Buy |
11
+4
| +57% | +$686 | ﹤0.01% | 466 |
|
|
2022
Q4 | $1.31K | Hold |
7
| – | – | ﹤0.01% | 433 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 504 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 505 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 513 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 564 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 551 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 556 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 547 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 531 |
|
|
2020
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 505 |
|