Lantz Financial’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
9,107
-99
| -1% | -$28.7K | 0.66% | 43 |
|
|
2025
Q1 | $2.78M | Sell |
9,206
-415
| -4% | -$125K | 0.76% | 32 |
|
|
2024
Q4 | $2.66M | Sell |
9,621
-83
| -0.9% | -$22.9K | 0.71% | 33 |
|
|
2024
Q3 | $2.8M | Sell |
9,704
-26
| -0.3% | -$7.5K | 0.76% | 33 |
|
|
2024
Q2 | $2.48M | Sell |
9,730
-21
| -0.2% | -$5.36K | 0.77% | 27 |
|
|
2024
Q1 | $2.53M | Sell |
9,751
-51
| -0.5% | -$13.2K | 0.81% | 28 |
|
|
2023
Q4 | $2.22M | Sell |
9,802
-11,287
| -54% | -$2.55M | 0.8% | 26 |
|
|
2023
Q3 | $4.39M | Sell |
21,089
-328
| -2% | -$68.3K | 1.75% | 8 |
|
|
2023
Q2 | $4.08M | Buy |
21,417
+633
| +3% | +$121K | 1.6% | 10 |
|
|
2023
Q1 | $4.03M | Buy |
20,784
+782
| +4% | +$152K | 1.68% | 8 |
|
|
2022
Q4 | $4.41M | Buy |
20,002
+10,105
| +102% | +$2.23M | 2.01% | 8 |
|
|
2022
Q3 | $1.8M | Sell |
9,897
-10,083
| -50% | -$1.83M | 0.94% | 24 |
|
|
2022
Q2 | $3.93M | Buy |
19,980
+106
| +0.5% | +$20.8K | 1.77% | 10 |
|
|
2022
Q1 | $4.25M | Buy |
19,874
+996
| +5% | +$213K | 1.73% | 9 |
|
|
2021
Q4 | $3.65M | Sell |
18,878
-541
| -3% | -$105K | 1.68% | 9 |
|
|
2021
Q3 | $3.37M | Buy |
19,419
+264
| +1% | +$45.8K | 1.73% | 8 |
|
|
2021
Q2 | $3.05M | Sell |
19,155
-933
| -5% | -$148K | 1.57% | 9 |
|
|
2021
Q1 | $3.17M | Buy |
20,088
+1,062
| +6% | +$168K | 1.81% | 8 |
|
|
2020
Q4 | $2.93M | Sell |
19,026
-1,241
| -6% | -$191K | 1.83% | 9 |
|
|
2020
Q3 | $2.35M | Buy |
20,267
+373
| +2% | +$43.3K | 1.58% | 9 |
|
|
2020
Q2 | $2.51M | Buy |
19,894
+661
| +3% | +$83.4K | 1.81% | 8 |
|
|
2020
Q1 | $2.15M | Buy |
19,233
+173
| +0.9% | +$19.3K | 1.68% | 9 |
|
|
2019
Q4 | $2.97M | Buy |
19,060
+9,411
| +98% | +$1.46M | 1.76% | 7 |
|
|
2019
Q3 | $1.51M | Buy |
9,649
+75
| +0.8% | +$11.8K | 1.02% | 25 |
|
|
2019
Q2 | $1.42M | Buy |
9,574
+215
| +2% | +$31.9K | 0.96% | 30 |
|
|
2019
Q1 | $1.31M | Buy |
+9,359
| New | +$1.31M | 0.95% | 33 |
|