Lido 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 | $14.5M | Buy |
49,812
+16,167
| +48% | +$4.69M | 0.06% | 186 |
|
|
2025
Q1 | $10.2M | Buy |
33,645
+7,801
| +30% | +$2.36M | 0.05% | 222 |
|
|
2024
Q4 | $7.16M | Buy |
25,844
+938
| +4% | +$260K | 0.03% | 250 |
|
|
2024
Q3 | $7.18M | Sell |
24,906
-294
| -1% | -$84.8K | 0.04% | 240 |
|
|
2024
Q2 | $6.45M | Buy |
25,200
+2,728
| +12% | +$698K | 0.04% | 239 |
|
|
2024
Q1 | $5.84M | Sell |
22,472
-166
| -0.7% | -$43.2K | 0.03% | 246 |
|
|
2023
Q4 | $5.13M | Buy |
22,638
+666
| +3% | +$151K | 0.03% | 246 |
|
|
2023
Q3 | $4.57M | Sell |
21,972
-12,889
| -37% | -$2.68M | 0.03% | 243 |
|
|
2023
Q2 | $6.71M | Buy |
34,861
+3,536
| +11% | +$681K | 0.05% | 175 |
|
|
2023
Q1 | $6.08M | Buy |
31,325
+14,760
| +89% | +$2.87M | 0.06% | 176 |
|
|
2022
Q4 | $3.65M | Sell |
16,565
-5,243
| -24% | -$1.16M | 0.04% | 189 |
|
|
2022
Q3 | $3.97M | Buy |
21,808
+14,464
| +197% | +$2.63M | 0.05% | 157 |
|
|
2022
Q2 | $1.44M | Buy |
7,344
+2,011
| +38% | +$395K | 0.02% | 249 |
|
|
2022
Q1 | $1.14M | Buy |
5,333
+2,183
| +69% | +$467K | 0.01% | 332 |
|
|
2021
Q4 | $608K | Buy |
3,150
+34
| +1% | +$6.56K | 0.01% | 491 |
|
|
2021
Q3 | $540K | Sell |
3,116
-916
| -23% | -$159K | 0.01% | 495 |
|
|
2021
Q2 | $644K | Buy |
4,032
+5
| +0.1% | +$799 | 0.01% | 413 |
|
|
2021
Q1 | $639K | Sell |
4,027
-163
| -4% | -$25.9K | 0.01% | 390 |
|
|
2020
Q4 | $648K | Sell |
4,190
-236
| -5% | -$36.5K | 0.01% | 372 |
|
|
2020
Q3 | $517K | Buy |
4,426
+62
| +1% | +$7.24K | 0.01% | 328 |
|
|
2020
Q2 | $556K | Sell |
4,364
-4,720
| -52% | -$601K | 0.02% | 295 |
|
|
2020
Q1 | $1.02M | Buy |
9,084
+427
| +5% | +$48K | 0.04% | 196 |
|
|
2019
Q4 | $1.35M | Buy |
8,657
+4,653
| +116% | +$727K | 0.05% | 194 |
|
|
2019
Q3 | $649K | Buy |
4,004
+459
| +13% | +$74.4K | 0.03% | 248 |
|
|
2019
Q2 | $524K | Sell |
3,545
-84
| -2% | -$12.4K | 0.03% | 264 |
|
|
2019
Q1 | $511K | Buy |
3,629
+769
| +27% | +$108K | 0.03% | 258 |
|
|
2018
Q4 | $371K | Sell |
2,860
-6
| -0.2% | -$778 | 0.04% | 249 |
|
|
2018
Q3 | $385K | Buy |
2,866
+56
| +2% | +$7.52K | 0.04% | 271 |
|
|
2018
Q2 | $357K | Buy |
+2,810
| New | +$357K | 0.04% | 254 |
|
|
2016
Q2 | – | Sell |
-2,230
| Closed | -$266K | – | 160 |
|
|
2016
Q1 | $266K | Buy |
+2,230
| New | +$266K | 0.09% | 108 |
|