Jones Financial Companies’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
13,237
+2,851
| +27% | +$814K | ﹤0.01% | 567 |
|
|
2025
Q1 | $3.08M | Buy |
10,386
+2,633
| +34% | +$781K | ﹤0.01% | 537 |
|
|
2024
Q4 | $2.14M | Buy |
7,753
+3,276
| +73% | +$905K | ﹤0.01% | 540 |
|
|
2024
Q3 | $1.29M | Buy |
4,477
+1,991
| +80% | +$576K | ﹤0.01% | 542 |
|
|
2024
Q2 | $634K | Buy |
2,486
+1,409
| +131% | +$359K | ﹤0.01% | 504 |
|
|
2024
Q1 | $279K | Buy |
1,077
+328
| +44% | +$85K | ﹤0.01% | 411 |
|
|
2023
Q4 | $169K | Buy |
749
+10
| +1% | +$2.26K | ﹤0.01% | 348 |
|
|
2023
Q3 | $154K | Buy |
739
+288
| +64% | +$60K | ﹤0.01% | 284 |
|
|
2023
Q2 | $86.8K | Sell |
451
-189
| -30% | -$36.4K | ﹤0.01% | 318 |
|
|
2023
Q1 | $124K | Sell |
640
-41
| -6% | -$7.96K | ﹤0.01% | 294 |
|
|
2022
Q4 | $150K | Buy |
681
+469
| +221% | +$103K | ﹤0.01% | 277 |
|
|
2022
Q3 | $39K | Sell |
212
-9
| -4% | -$1.66K | ﹤0.01% | 341 |
|
|
2022
Q2 | $43K | Sell |
221
-2
| -0.9% | -$389 | ﹤0.01% | 340 |
|
|
2022
Q1 | $48K | Sell |
223
-113
| -34% | -$24.3K | ﹤0.01% | 351 |
|
|
2021
Q4 | $65K | Buy |
336
+100
| +42% | +$19.3K | ﹤0.01% | 337 |
|
|
2021
Q3 | $41K | Hold |
236
| – | – | ﹤0.01% | 342 |
|
|
2021
Q2 | $38K | Buy |
236
+122
| +107% | +$19.6K | ﹤0.01% | 335 |
|
|
2021
Q1 | $18K | Buy |
114
+35
| +44% | +$5.53K | ﹤0.01% | 466 |
|
|
2020
Q4 | $12K | Buy |
+79
| New | +$12K | ﹤0.01% | 410 |
|
|
2013
Q4 | – | Sell |
-73
| Closed | -$7K | – | 270 |
|
|
2013
Q3 | $7K | Buy |
73
+29
| +66% | +$2.78K | ﹤0.01% | 549 |
|
|
2013
Q2 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 688 |
|