BOK Financial Private Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4K | Hold |
132
| – | – | ﹤0.01% | 265 |
|
|
2025
Q1 | $40K | Sell |
132
-12
| -8% | -$3.64K | ﹤0.01% | 278 |
|
|
2024
Q4 | $39.9K | Buy |
144
+7
| +5% | +$1.94K | ﹤0.01% | 280 |
|
|
2024
Q3 | $39.6K | Hold |
137
| – | – | ﹤0.01% | 284 |
|
|
2024
Q2 | $35.1K | Buy |
137
+5
| +4% | +$1.28K | ﹤0.01% | 300 |
|
|
2024
Q1 | $34.3K | Hold |
132
| – | – | ﹤0.01% | 289 |
|
|
2023
Q4 | $29.9K | Hold |
132
| – | – | ﹤0.01% | 292 |
|
|
2023
Q3 | $27.6K | Buy |
+132
| New | +$27.6K | ﹤0.01% | 277 |
|
|
2023
Q2 | – | Sell |
-31
| Closed | -$6.02K | – | 372 |
|
|
2023
Q1 | $6.02K | Buy |
+31
| New | +$6.02K | ﹤0.01% | 358 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 368 |
|
|
2022
Q2 | – | Sell |
-1,512
| Closed | -$323K | – | 384 |
|
|
2022
Q1 | $323K | Buy |
1,512
+290
| +24% | +$62K | 0.02% | 222 |
|
|
2021
Q4 | $236K | Buy |
+1,222
| New | +$236K | 0.02% | 261 |
|