LFAS
Level Four Advisory Services’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Buy |
12,735
+194
| +2% | +$56.2K | 0.14% | 196 |
|
|
2025
Q1 | $3.79M | Sell |
12,541
-591
| -5% | -$178K | 0.16% | 177 |
|
|
2024
Q4 | $3.63M | Buy |
13,132
+49
| +0.4% | +$13.5K | 0.15% | 172 |
|
|
2024
Q3 | $3.7M | Sell |
13,083
-394
| -3% | -$111K | 0.16% | 173 |
|
|
2024
Q2 | $3.44M | Buy |
13,477
+408
| +3% | +$104K | 0.16% | 180 |
|
|
2024
Q1 | $2.95M | Buy |
13,069
+102
| +0.8% | +$23.1K | 0.16% | 152 |
|
|
2023
Q4 | $2.93M | Buy |
12,967
+371
| +3% | +$83.8K | 0.16% | 150 |
|
|
2023
Q3 | $2.62M | Sell |
12,596
-849
| -6% | -$177K | 0.17% | 152 |
|
|
2023
Q2 | $2.59M | Buy |
13,445
+179
| +1% | +$34.5K | 0.16% | 151 |
|
|
2023
Q1 | $2.58M | Sell |
13,266
-243
| -2% | -$47.2K | 0.17% | 145 |
|
|
2022
Q4 | $2.98M | Buy |
13,509
+6,486
| +92% | +$1.43M | 0.22% | 110 |
|
|
2022
Q3 | $1.28M | Sell |
7,023
-163
| -2% | -$29.6K | 0.12% | 180 |
|
|
2022
Q2 | $1.41M | Sell |
7,186
-245
| -3% | -$48.2K | 0.13% | 172 |
|
|
2022
Q1 | $1.59M | Buy |
7,431
+362
| +5% | +$77.5K | 0.12% | 174 |
|
|
2021
Q4 | $1.37M | Buy |
7,069
+1,468
| +26% | +$284K | 0.1% | 202 |
|
|
2021
Q3 | $972K | Sell |
5,601
-1,757
| -24% | -$305K | 0.1% | 193 |
|
|
2021
Q2 | $1.17M | Buy |
7,358
+183
| +3% | +$29.1K | 0.08% | 250 |
|
|
2021
Q1 | $1.13M | Buy |
7,175
+1,107
| +18% | +$175K | 0.09% | 247 |
|
|
2020
Q4 | $934K | Sell |
6,068
-1,308
| -18% | -$201K | 0.08% | 262 |
|
|
2020
Q3 | $857K | Sell |
7,376
-536
| -7% | -$62.3K | 0.07% | 266 |
|
|
2020
Q2 | $1.01M | Buy |
7,912
+63
| +0.8% | +$8.01K | 0.08% | 256 |
|
|
2020
Q1 | $873K | Buy |
7,849
+16
| +0.2% | +$1.78K | 0.1% | 218 |
|
|
2019
Q4 | $7.74M | Buy |
7,833
+1,191
| +18% | +$1.18M | 0.31% | 103 |
|
|
2019
Q3 | $1.07M | Buy |
6,642
+469
| +8% | +$75.7K | 0.11% | 192 |
|
|
2019
Q2 | $910K | Buy |
6,173
+148
| +2% | +$21.8K | 0.09% | 218 |
|
|
2019
Q1 | $843K | Sell |
6,025
-395
| -6% | -$55.3K | 0.09% | 216 |
|
|
2018
Q4 | $829K | Sell |
6,420
-669
| -9% | -$86.4K | 0.1% | 202 |
|
|
2018
Q3 | $947K | Sell |
7,089
-3,285
| -32% | -$439K | 0.1% | 202 |
|
|
2018
Q2 | $1.32M | Sell |
10,374
-283
| -3% | -$36K | 0.1% | 196 |
|
|
2018
Q1 | $1.46M | Buy |
10,657
+1,838
| +21% | +$251K | 0.11% | 169 |
|
|
2017
Q4 | $1.29M | Buy |
8,819
+1,336
| +18% | +$195K | 0.1% | 186 |
|
|
2017
Q3 | $1.07M | Buy |
7,483
+2,913
| +64% | +$415K | 0.09% | 204 |
|
|
2017
Q2 | $625K | Sell |
4,570
-2,013
| -31% | -$275K | 0.1% | 214 |
|
|
2017
Q1 | $899K | Sell |
6,583
-100
| -1% | -$13.7K | 0.09% | 218 |
|
|
2016
Q4 | $883K | Buy |
+6,683
| New | +$883K | 0.11% | 186 |
|