HBK Sorce Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $562K | Buy |
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|
2025
Q2 | $517K | Buy |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $367K | Buy |
|
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|
2024
Q3 | $362K | Buy |
|
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | $308K | Buy |
|
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $501K | Buy |
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|
2019
Q3 | $432K | Buy |
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|
2019
Q2 | $379K | Sell |
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|
2019
Q1 | $361K | Hold |
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|
2018
Q4 | $333K | Buy |
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|
2018
Q3 | $330K | Buy |
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|
2018
Q2 | $301K | Sell |
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|
2018
Q1 | $336K | Buy |
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