Northeast Financial Consultants’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Hold |
8,721
| – | – | 0.1% | 95 |
|
|
2025
Q1 | $2.63M | Buy |
8,721
+7,900
| +962% | +$2.39M | 0.12% | 94 |
|
|
2024
Q4 | $227K | Buy |
821
+21
| +3% | +$5.8K | 0.01% | 268 |
|
|
2024
Q3 | $231K | Hold |
800
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $204K | Hold |
800
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $207K | Buy |
+800
| New | +$207K | 0.01% | 273 |
|
|
2023
Q2 | – | Sell |
-1,555
| Closed | -$302K | – | 295 |
|
|
2023
Q1 | $302K | Buy |
1,555
+240
| +18% | +$46.6K | 0.02% | 248 |
|
|
2022
Q4 | $290K | Hold |
1,315
| – | – | 0.02% | 248 |
|
|
2022
Q3 | $239K | Buy |
+1,315
| New | +$239K | 0.02% | 290 |
|
|
2022
Q2 | – | Sell |
-1,556
| Closed | -$333K | – | 344 |
|
|
2022
Q1 | $333K | Buy |
+1,556
| New | +$333K | 0.02% | 287 |
|
|
2021
Q2 | – | Sell |
-1,531
| Closed | -$242K | – | 349 |
|
|
2021
Q1 | $242K | Buy |
1,531
+31
| +2% | +$4.9K | 0.02% | 301 |
|
|
2020
Q4 | $231K | Buy |
+1,500
| New | +$231K | 0.02% | 289 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$233K | – | 274 |
|
|
2019
Q4 | $233K | Sell |
1,500
-500
| -25% | -$77.7K | 0.02% | 267 |
|
|
2019
Q3 | $323K | Buy |
2,000
+6
| +0.3% | +$969 | 0.03% | 232 |
|
|
2019
Q2 | $294K | Sell |
1,994
-30
| -1% | -$4.42K | 0.03% | 244 |
|
|
2019
Q1 | $284K | Buy |
+2,024
| New | +$284K | 0.03% | 236 |
|
|
2016
Q3 | – | Sell |
-2,454
| Closed | -$321K | – | 158 |
|
|
2016
Q2 | $321K | Hold |
2,454
| – | – | 0.14% | 109 |
|
|
2016
Q1 | $292K | Buy |
+2,454
| New | +$292K | 0.15% | 103 |
|