Financial Advocates Investment Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,307
| Closed | -$697K | – | 631 |
|
|
2025
Q1 | $697K | Sell |
2,307
-1,347
| -37% | -$407K | 0.05% | 358 |
|
|
2024
Q4 | $1.01M | Buy |
3,654
+71
| +2% | +$19.6K | 0.06% | 298 |
|
|
2024
Q3 | $1.03M | Buy |
3,583
+6
| +0.2% | +$1.73K | 0.06% | 300 |
|
|
2024
Q2 | $912K | Sell |
3,577
-76
| -2% | -$19.4K | 0.06% | 309 |
|
|
2024
Q1 | $947K | Buy |
3,653
+33
| +0.9% | +$8.55K | 0.05% | 317 |
|
|
2023
Q4 | $818K | Sell |
3,620
-411
| -10% | -$92.9K | 0.05% | 324 |
|
|
2023
Q3 | $839K | Buy |
4,031
+34
| +0.9% | +$7.08K | 0.06% | 304 |
|
|
2023
Q2 | $770K | Buy |
3,997
+36
| +0.9% | +$6.93K | 0.05% | 305 |
|
|
2023
Q1 | $769K | Sell |
3,961
-43
| -1% | -$8.35K | 0.06% | 330 |
|
|
2022
Q4 | $883K | Sell |
4,004
-3,043
| -43% | -$671K | 0.07% | 312 |
|
|
2022
Q3 | $718K | Buy |
7,047
+2,870
| +69% | +$292K | 0.06% | 316 |
|
|
2022
Q2 | $821K | Sell |
4,177
-17
| -0.4% | -$3.34K | 0.07% | 302 |
|
|
2022
Q1 | $897K | Sell |
4,194
-112
| -3% | -$24K | 0.06% | 316 |
|
|
2021
Q4 | $832K | Sell |
4,306
-13
| -0.3% | -$2.51K | 0.05% | 358 |
|
|
2021
Q3 | $750K | Buy |
4,319
+645
| +18% | +$112K | 0.05% | 384 |
|
|
2021
Q2 | $584K | Sell |
3,674
-1,907
| -34% | -$303K | 0.04% | 436 |
|
|
2021
Q1 | $882K | Sell |
5,581
-1,050
| -16% | -$166K | 0.06% | 337 |
|
|
2020
Q4 | $1.02M | Sell |
6,631
-932
| -12% | -$143K | 0.07% | 298 |
|
|
2020
Q3 | $878K | Sell |
7,563
-129
| -2% | -$15K | 0.07% | 263 |
|
|
2020
Q2 | $974K | Sell |
7,692
-879
| -10% | -$111K | 0.09% | 243 |
|
|
2020
Q1 | $957K | Sell |
8,571
-989
| -10% | -$110K | 0.14% | 185 |
|
|
2019
Q4 | $1.49M | Buy |
9,560
+1,427
| +18% | +$222K | 0.16% | 149 |
|
|
2019
Q3 | $1.31M | Sell |
8,133
-160
| -2% | -$25.8K | 0.15% | 155 |
|
|
2019
Q2 | $1.22M | Sell |
8,293
-258
| -3% | -$38K | 0.14% | 159 |
|
|
2019
Q1 | $1.2M | Sell |
8,551
-829
| -9% | -$116K | 0.15% | 159 |
|
|
2018
Q4 | $1.21M | Sell |
9,380
-1,351
| -13% | -$174K | 0.17% | 145 |
|
|
2018
Q3 | $1.43M | Sell |
10,731
-1,055
| -9% | -$141K | 0.16% | 142 |
|
|
2018
Q2 | $1.49M | Sell |
11,786
-1,624
| -12% | -$206K | 0.18% | 127 |
|
|
2018
Q1 | $1.83M | Buy |
13,410
+1,585
| +13% | +$217K | 0.24% | 94 |
|
|
2017
Q4 | $1.73M | Buy |
+11,825
| New | +$1.73M | 0.24% | 94 |
|