Key Financial Inc’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.2K | Sell |
156
-86
| -36% | -$24.9K | 0.01% | 515 |
|
|
2025
Q1 | $73.1K | Sell |
242
-66
| -21% | -$19.9K | 0.02% | 415 |
|
|
2024
Q4 | $85.1K | Buy |
308
+86
| +39% | +$23.8K | 0.02% | 388 |
|
|
2024
Q3 | $64K | Buy |
222
+5
| +2% | +$1.44K | 0.01% | 439 |
|
|
2024
Q2 | $55.4K | Hold |
217
| – | – | 0.01% | 449 |
|
|
2024
Q1 | $56.2K | Hold |
217
| – | – | 0.01% | 417 |
|
|
2023
Q4 | $49K | Hold |
217
| – | – | 0.01% | 433 |
|
|
2023
Q3 | $45.2K | Hold |
217
| – | – | 0.02% | 423 |
|
|
2023
Q2 | $41.8K | Buy |
217
+39
| +22% | +$7.51K | 0.01% | 442 |
|
|
2023
Q1 | $34.6K | Hold |
178
| – | – | 0.01% | 451 |
|
|
2022
Q4 | $32.4K | Hold |
178
| – | – | 0.02% | 428 |
|
|
2022
Q3 | $32K | Hold |
178
| – | – | 0.02% | 432 |
|
|
2022
Q2 | $35K | Buy |
178
+77
| +76% | +$15.1K | 0.02% | 417 |
|
|
2022
Q1 | $22K | Buy |
101
+30
| +42% | +$6.54K | 0.01% | 481 |
|
|
2021
Q4 | $14K | Hold |
71
| – | – | 0.01% | 534 |
|
|
2021
Q3 | $12K | Hold |
71
| – | – | 0.01% | 538 |
|
|
2021
Q2 | $12K | Buy |
71
+48
| +209% | +$8.11K | 0.01% | 537 |
|
|
2021
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 613 |
|
|
2020
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 575 |
|