LRI Investments’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
2,740
-9
| -0.3% | -$2.61K | 0.07% | 129 |
|
|
2025
Q1 | $830K | Buy |
2,749
+7
| +0.3% | +$2.11K | 0.08% | 120 |
|
|
2024
Q4 | $758K | Hold |
2,742
| – | – | 0.07% | 102 |
|
|
2024
Q3 | $787K | Buy |
2,742
+1,385
| +102% | +$397K | 0.08% | 105 |
|
|
2024
Q2 | $346K | Buy |
1,357
+300
| +28% | +$76.5K | 0.04% | 155 |
|
|
2024
Q1 | $274K | Buy |
+1,057
| New | +$274K | 0.07% | 114 |
|