Legacy 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 | $803K | Buy |
2,773
+45
| +2% | +$13K | 0.13% | 138 |
|
|
2025
Q1 | $824K | Buy |
2,728
+110
| +4% | +$33.2K | 0.14% | 124 |
|
|
2024
Q4 | $723K | Sell |
2,618
-36
| -1% | -$9.95K | 0.12% | 142 |
|
|
2024
Q3 | $765K | Buy |
2,654
+168
| +7% | +$48.4K | 0.13% | 130 |
|
|
2024
Q2 | $634K | Sell |
2,486
-7
| -0.3% | -$1.79K | 0.11% | 154 |
|
|
2024
Q1 | $646K | Buy |
2,493
+16
| +0.6% | +$4.15K | 0.12% | 146 |
|
|
2023
Q4 | $560K | Buy |
2,477
+128
| +5% | +$28.9K | 0.11% | 147 |
|
|
2023
Q3 | $489K | Buy |
2,349
+428
| +22% | +$89.1K | 0.1% | 139 |
|
|
2023
Q2 | $370K | Buy |
1,921
+78
| +4% | +$15K | 0.07% | 176 |
|
|
2023
Q1 | $358K | Sell |
1,843
-165
| -8% | -$32K | 0.07% | 166 |
|
|
2022
Q4 | $443K | Buy |
2,008
+339
| +20% | +$74.8K | 0.1% | 126 |
|
|
2022
Q3 | $304K | Sell |
1,669
-111
| -6% | -$20.2K | 0.07% | 159 |
|
|
2022
Q2 | $350K | Buy |
1,780
+41
| +2% | +$8.06K | 0.09% | 133 |
|
|
2022
Q1 | $372K | Buy |
1,739
+205
| +13% | +$43.9K | 0.08% | 137 |
|
|
2021
Q4 | $297K | Buy |
1,534
+201
| +15% | +$38.9K | 0.07% | 143 |
|
|
2021
Q3 | $231K | Sell |
1,333
-1
| -0.1% | -$173 | 0.06% | 158 |
|
|
2021
Q2 | $212K | Sell |
1,334
-18
| -1% | -$2.86K | 0.05% | 161 |
|
|
2021
Q1 | $214K | Buy |
+1,352
| New | +$214K | 0.06% | 146 |
|
|
2019
Q2 | – | Sell |
-656
| Closed | -$92K | – | 239 |
|
|
2019
Q1 | $92K | Sell |
656
-124
| -16% | -$17.4K | 0.03% | 178 |
|
|
2018
Q4 | $101K | Buy |
780
+194
| +33% | +$25.1K | 0.04% | 141 |
|
|
2018
Q3 | $78K | Sell |
586
-55
| -9% | -$7.32K | 0.03% | 200 |
|
|
2018
Q2 | $85K | Buy |
641
+24
| +4% | +$3.18K | 0.03% | 188 |
|
|
2018
Q1 | $83K | Sell |
617
-1,226
| -67% | -$165K | 0.03% | 186 |
|
|
2017
Q4 | $269K | Buy |
+1,843
| New | +$269K | 0.11% | 84 |
|