Allworth Financial’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Buy |
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|
2025
Q1 | $18.2M | Sell |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $2.86M | Buy |
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|
2024
Q2 | $2.37M | Buy |
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|
2024
Q1 | $2.3M | Buy |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $978K | Buy |
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|
2021
Q3 | $770K | Buy |
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|
2021
Q2 | $646K | Sell |
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|
2021
Q1 | $648K | Buy |
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|
2020
Q4 | $625K | Sell |
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|
2020
Q3 | $661K | Sell |
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|
2020
Q2 | $725K | Sell |
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|
2020
Q1 | $816K | Buy |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $243K | Hold |
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|
2019
Q2 | $222K | Sell |
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|
2019
Q1 | $215K | Hold |
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|
2018
Q4 | $198K | Buy |
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|
2018
Q3 | $194K | Sell |
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|
2018
Q2 | $185K | Sell |
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|
2018
Q1 | $201K | Hold |
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|
2017
Q4 | $215K | Hold |
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|
2017
Q3 | $210K | Hold |
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|
2017
Q2 | $214K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $194K | Hold |
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|
2016
Q3 | $185K | Sell |
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|
2016
Q2 | $192K | Buy |
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|
2016
Q1 | $173K | Buy |
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