TFA
Transamerica Financial Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
4,621
-321
| -6% | -$85.9K | 0.12% | 132 |
|
|
2025
Q1 | $1.31M | Buy |
4,942
+141
| +3% | +$37.3K | 0.13% | 132 |
|
|
2024
Q4 | $1.16M | Sell |
4,801
-404
| -8% | -$97.4K | 0.11% | 136 |
|
|
2024
Q3 | $1.22M | Buy |
+5,205
| New | +$1.22M | 0.12% | 138 |
|
|
2024
Q2 | – | Sell |
-5,775
| Closed | -$1.33M | – | 601 |
|
|
2024
Q1 | $1.33M | Buy |
+5,775
| New | +$1.33M | 0.14% | 125 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$1K | – | 129 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | 0.03% | 111 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | 0.03% | 109 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | 0.02% | 189 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | 0.02% | 187 |
|
|
2020
Q4 | $1K | Sell |
5
-4
| -44% | -$800 | 0.02% | 181 |
|
|
2020
Q3 | $1K | Sell |
9
-1,774
| -99% | -$197K | 0.02% | 177 |
|
|
2020
Q2 | $204K | Buy |
+1,783
| New | +$204K | 0.04% | 165 |
|
|
2019
Q3 | – | Sell |
-935
| Closed | -$140K | – | 486 |
|
|
2019
Q2 | $140K | Buy |
+935
| New | +$140K | 0.03% | 197 |
|
|
2019
Q1 | – | Sell |
-331
| Closed | -$40K | – | 424 |
|
|
2018
Q4 | $40K | Buy |
331
+265
| +402% | +$32K | 0.01% | 225 |
|
|
2018
Q3 | $9K | Buy |
66
+20
| +43% | +$2.73K | ﹤0.01% | 300 |
|
|
2018
Q2 | $6K | Sell |
46
-52,847
| -100% | -$6.89M | ﹤0.01% | 275 |
|
|
2018
Q1 | $7.35M | Sell |
52,893
-7,735
| -13% | -$1.07M | 1.08% | 22 |
|
|
2017
Q4 | $8.22M | Sell |
60,628
-617
| -1% | -$83.7K | 1.09% | 19 |
|
|
2017
Q3 | $7.5M | Buy |
+61,245
| New | +$7.5M | 0.93% | 28 |
|
|
2016
Q1 | – | Sell |
-1
| Closed | -$1K | – | 852 |
|
|
2015
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 789 |
|
|
2015
Q3 | $1K | Sell |
1
-5
| -83% | -$5K | ﹤0.01% | 794 |
|
|
2015
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 856 |
|
|
2015
Q1 | $1K | Sell |
6
-10
| -63% | -$1.67K | ﹤0.01% | 848 |
|
|
2014
Q4 | $2K | Sell |
16
-2,989
| -99% | -$374K | ﹤0.01% | 615 |
|
|
2014
Q3 | $283K | Buy |
3,005
+66
| +2% | +$6.22K | 0.03% | 230 |
|
|
2014
Q2 | $277K | Buy |
2,939
+208
| +8% | +$19.6K | 0.02% | 247 |
|
|
2014
Q1 | $233K | Buy |
2,731
+1,848
| +209% | +$158K | 0.02% | 241 |
|
|
2013
Q4 | $80K | Buy |
883
+190
| +27% | +$17.2K | 0.01% | 293 |
|
|
2013
Q3 | $59K | Buy |
693
+77
| +13% | +$6.56K | 0.01% | 307 |
|
|
2013
Q2 | $50K | Buy |
+616
| New | +$50K | 0.01% | 278 |
|