JNBA Financial Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.9K | Hold |
179
| – | – | 0.01% | 287 |
|
|
2025
Q1 | $54.1K | Hold |
179
| – | – | 0.01% | 272 |
|
|
2024
Q4 | $49.5K | Hold |
179
| – | – | 0.01% | 283 |
|
|
2024
Q3 | $51.6K | Sell |
179
-5
| -3% | -$1.44K | 0.01% | 283 |
|
|
2024
Q2 | $46.9K | Sell |
184
-190
| -51% | -$48.5K | 0.01% | 290 |
|
|
2024
Q1 | $96.9K | Hold |
374
| – | – | 0.01% | 232 |
|
|
2023
Q4 | $84.5K | Sell |
374
-17
| -4% | -$3.84K | 0.01% | 241 |
|
|
2023
Q3 | $81.4K | Buy |
391
+17
| +5% | +$3.54K | 0.01% | 241 |
|
|
2023
Q2 | $72K | Sell |
374
-17
| -4% | -$3.27K | 0.01% | 254 |
|
|
2023
Q1 | $75.9K | Buy |
391
+28
| +8% | +$5.44K | 0.01% | 256 |
|
|
2022
Q4 | $80.1K | Hold |
363
| – | – | 0.01% | 246 |
|
|
2022
Q3 | $66K | Hold |
363
| – | – | 0.01% | 254 |
|
|
2022
Q2 | $71K | Sell |
363
-5
| -1% | -$978 | 0.01% | 248 |
|
|
2022
Q1 | $79K | Sell |
368
-367
| -50% | -$78.8K | 0.01% | 251 |
|
|
2021
Q4 | $142K | Buy |
735
+103
| +16% | +$19.9K | 0.02% | 210 |
|
|
2021
Q3 | $110K | Hold |
632
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $100K | Hold |
632
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $100K | Buy |
632
+157
| +33% | +$24.8K | 0.01% | 222 |
|
|
2020
Q4 | $73K | Buy |
475
+102
| +27% | +$15.7K | 0.01% | 232 |
|
|
2020
Q3 | $43K | Hold |
373
| – | – | 0.01% | 253 |
|
|
2020
Q2 | $47K | Hold |
373
| – | – | 0.01% | 238 |
|
|
2020
Q1 | $42K | Buy |
373
+190
| +104% | +$21.4K | 0.01% | 235 |
|
|
2019
Q4 | $28K | Buy |
183
+10
| +6% | +$1.53K | 0.01% | 308 |
|
|
2019
Q3 | $28K | Sell |
173
-8
| -4% | -$1.3K | 0.01% | 294 |
|
|
2019
Q2 | $27K | Buy |
181
+125
| +223% | +$18.6K | 0.01% | 303 |
|
|
2019
Q1 | $8K | Hold |
56
| – | – | ﹤0.01% | 415 |
|
|
2018
Q4 | $7K | Buy |
+56
| New | +$7K | ﹤0.01% | 400 |
|
|
2018
Q3 | – | Sell |
-56
| Closed | -$7K | – | 519 |
|
|
2018
Q2 | $7K | Hold |
56
| – | – | ﹤0.01% | 424 |
|
|
2018
Q1 | $8K | Hold |
56
| – | – | ﹤0.01% | 391 |
|
|
2017
Q4 | $8K | Hold |
56
| – | – | ﹤0.01% | 386 |
|
|
2017
Q3 | $8K | Hold |
56
| – | – | ﹤0.01% | 375 |
|
|
2017
Q2 | $8K | Hold |
56
| – | – | ﹤0.01% | 365 |
|
|
2017
Q1 | $8K | Buy |
56
+8
| +17% | +$1.14K | ﹤0.01% | 372 |
|
|
2016
Q4 | $6K | Sell |
48
-10,842
| -100% | -$1.36M | ﹤0.01% | 392 |
|
|
2016
Q3 | $1.37M | Buy |
+10,890
| New | +$1.37M | 0.2% | 39 |
|
|
2016
Q1 | – | Sell |
-30
| Closed | -$4K | – | 542 |
|
|
2015
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 423 |
|
|
2015
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 443 |
|
|
2015
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 445 |
|
|
2015
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 449 |
|
|
2014
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 456 |
|
|
2014
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 481 |
|
|
2014
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 433 |
|
|
2014
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 407 |
|
|
2013
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 379 |
|
|
2013
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 366 |
|
|
2013
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 322 |
|