Lakeside 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 | $1.16M | Sell |
3,988
-300
| -7% | -$86.9K | 0.74% | 27 |
|
|
2025
Q1 | $1.29M | Buy |
4,288
+300
| +8% | +$90.6K | 0.86% | 24 |
|
|
2024
Q4 | $1.1M | Sell |
3,988
-120
| -3% | -$33.2K | 0.73% | 25 |
|
|
2024
Q3 | $1.18M | Hold |
4,108
| – | – | 0.74% | 26 |
|
|
2024
Q2 | $1.05M | Sell |
4,108
-120
| -3% | -$30.6K | 0.68% | 26 |
|
|
2024
Q1 | $1.1M | Hold |
4,228
| – | – | 0.7% | 27 |
|
|
2023
Q4 | $956K | Hold |
4,228
| – | – | 0.66% | 28 |
|
|
2023
Q3 | $880K | Sell |
4,228
-300
| -7% | -$62.5K | 0.68% | 29 |
|
|
2023
Q2 | $872K | Hold |
4,528
| – | – | 0.64% | 31 |
|
|
2023
Q1 | $879K | Hold |
4,528
| – | – | 0.68% | 28 |
|
|
2022
Q4 | $999K | Hold |
4,528
| – | – | 0.82% | 26 |
|
|
2022
Q3 | $824K | Hold |
4,528
| – | – | 0.74% | 26 |
|
|
2022
Q2 | $890K | Buy |
4,528
+120
| +3% | +$23.6K | 0.76% | 25 |
|
|
2022
Q1 | $943K | Sell |
4,408
-120
| -3% | -$25.7K | 0.71% | 25 |
|
|
2021
Q4 | $875K | Buy |
+4,528
| New | +$875K | 0.65% | 28 |
|