Pin Oak Investment 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
$5K Hold
19
﹤0.01% 371
2025
Q1
$6K Hold
19
﹤0.01% 352
2024
Q4
$5K Hold
19
﹤0.01% 383
2024
Q3
$5K Hold
19
﹤0.01% 385
2024
Q2
$5K Hold
19
﹤0.01% 379
2024
Q1
$5K Hold
19
﹤0.01% 379
2023
Q4
$4K Hold
19
﹤0.01% 402
2023
Q3
$4K Hold
19
﹤0.01% 392
2023
Q2
$4K Sell
19
-102
-84% -$21.5K ﹤0.01% 392
2023
Q1
$23K Hold
121
0.03% 221
2022
Q4
$27K Hold
121
0.03% 191
2022
Q3
$22K Hold
121
0.03% 204
2022
Q2
$24K Hold
121
0.03% 213
2022
Q1
$26K Sell
121
-98
-45% -$21.1K 0.03% 222
2021
Q4
$42K Hold
219
0.04% 182
2021
Q3
$38K Hold
219
0.04% 183
2021
Q2
$35K Hold
219
0.04% 187
2021
Q1
$35K Hold
219
0.03% 195
2020
Q4
$34K Hold
219
0.03% 215
2020
Q3
$25K Hold
219
0.02% 214
2020
Q2
$28K Hold
219
0.03% 200
2020
Q1
$24K Hold
219
0.03% 210
2019
Q4
$34K Hold
219
0.03% 205
2019
Q3
$35K Hold
219
0.03% 211
2019
Q2
$32K Hold
219
0.02% 227
2019
Q1
$31K Hold
219
0.02% 212
2018
Q4
$28K Buy
219
+117
+115% +$15K 0.02% 215
2018
Q3
$14K Hold
102
0.01% 287
2018
Q2
$13K Hold
102
0.01% 299
2018
Q1
$14K Hold
102
0.01% 293
2017
Q4
$15K Buy
+102
New +$15K 0.01% 299