Northern 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 | $388K | Sell |
1,340
-39
| -3% | -$11.3K | 0.29% | 81 |
|
|
2025
Q1 | $416K | Sell |
1,379
-22
| -2% | -$6.64K | 0.34% | 78 |
|
|
2024
Q4 | $387K | Sell |
1,401
-86
| -6% | -$23.8K | 0.31% | 80 |
|
|
2024
Q3 | $429K | Sell |
1,487
-53
| -3% | -$15.3K | 0.33% | 80 |
|
|
2024
Q2 | $393K | Buy |
1,540
+72
| +5% | +$18.4K | 0.32% | 84 |
|
|
2024
Q1 | $380K | Sell |
1,468
-18
| -1% | -$4.66K | 0.3% | 89 |
|
|
2023
Q4 | $336K | Sell |
1,486
-10
| -0.7% | -$2.26K | 0.28% | 90 |
|
|
2023
Q3 | $311K | Buy |
1,496
+325
| +28% | +$67.7K | 0.29% | 90 |
|
|
2023
Q2 | $225K | Buy |
1,171
+64
| +6% | +$12.3K | 0.2% | 106 |
|
|
2023
Q1 | $215K | Sell |
1,107
-24
| -2% | -$4.66K | 0.2% | 107 |
|
|
2022
Q4 | $249K | Buy |
+1,131
| New | +$249K | 0.28% | 84 |
|