IFG Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
11,508
+286
| +3% | +$82.9K | 0.17% | 153 |
|
|
2025
Q1 | $3.39M | Buy |
11,222
+522
| +5% | +$158K | 0.19% | 138 |
|
|
2024
Q4 | $2.96M | Buy |
10,700
+146
| +1% | +$40.3K | 0.17% | 150 |
|
|
2024
Q3 | $3.04M | Buy |
10,554
+391
| +4% | +$113K | 0.19% | 143 |
|
|
2024
Q2 | $2.59M | Buy |
10,163
+269
| +3% | +$68.6K | 0.17% | 154 |
|
|
2024
Q1 | $2.56M | Sell |
9,894
-2,598
| -21% | -$673K | 0.19% | 149 |
|
|
2023
Q4 | $2.82M | Buy |
12,492
+301
| +2% | +$68K | 0.21% | 129 |
|
|
2023
Q3 | $2.54M | Buy |
12,191
+244
| +2% | +$50.8K | 0.21% | 125 |
|
|
2023
Q2 | $2.3M | Buy |
11,947
+608
| +5% | +$117K | 0.2% | 145 |
|
|
2023
Q1 | $2.2M | Buy |
11,339
+365
| +3% | +$70.9K | 0.21% | 122 |
|
|
2022
Q4 | $2.42M | Buy |
10,974
+391
| +4% | +$86.2K | 0.24% | 100 |
|
|
2022
Q3 | $1.92M | Buy |
10,583
+671
| +7% | +$122K | 0.17% | 125 |
|
|
2022
Q2 | $1.95M | Buy |
9,912
+173
| +2% | +$34K | 0.21% | 103 |
|
|
2022
Q1 | $2.08M | Sell |
9,739
-202
| -2% | -$43.2K | 0.21% | 120 |
|
|
2021
Q4 | $1.92M | Buy |
9,941
+151
| +2% | +$29.2K | 0.19% | 133 |
|
|
2021
Q3 | $1.7M | Buy |
9,790
+229
| +2% | +$39.7K | 0.18% | 143 |
|
|
2021
Q2 | $1.52M | Buy |
9,561
+340
| +4% | +$54K | 0.17% | 153 |
|
|
2021
Q1 | $1.46M | Buy |
9,221
+555
| +6% | +$87.6K | 0.18% | 135 |
|
|
2020
Q4 | $1.33M | Buy |
8,666
+578
| +7% | +$89K | 0.18% | 138 |
|
|
2020
Q3 | $939K | Buy |
8,088
+679
| +9% | +$78.8K | 0.15% | 161 |
|
|
2020
Q2 | $938K | Buy |
7,409
+132
| +2% | +$16.7K | 0.17% | 143 |
|
|
2020
Q1 | $812K | Buy |
7,277
+1,467
| +25% | +$164K | 0.18% | 137 |
|
|
2019
Q4 | $904K | Buy |
5,810
+291
| +5% | +$45.3K | 0.17% | 152 |
|
|
2019
Q3 | $891K | Sell |
5,519
-106
| -2% | -$17.1K | 0.17% | 145 |
|
|
2019
Q2 | $828K | Buy |
5,625
+558
| +11% | +$82.1K | 0.15% | 144 |
|
|
2019
Q1 | $709K | Buy |
5,067
+437
| +9% | +$61.1K | 0.14% | 145 |
|
|
2018
Q4 | $598K | Sell |
4,630
-357
| -7% | -$46.1K | 0.14% | 150 |
|
|
2018
Q3 | $666K | Buy |
4,987
+479
| +11% | +$64K | 0.13% | 159 |
|
|
2018
Q2 | $572K | Buy |
4,508
+167
| +4% | +$21.2K | 0.12% | 167 |
|
|
2018
Q1 | $593K | Buy |
4,341
+508
| +13% | +$69.4K | 0.13% | 158 |
|
|
2017
Q4 | $560K | Buy |
+3,833
| New | +$560K | 0.13% | 160 |
|