Prospera Financial Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Buy |
26,413
+925
| +4% | +$268K | 0.14% | 155 |
|
|
2025
Q1 | $7.7M | Sell |
25,488
-60
| -0.2% | -$18.1K | 0.18% | 129 |
|
|
2024
Q4 | $7.06M | Buy |
25,548
+10,611
| +71% | +$2.93M | 0.16% | 137 |
|
|
2024
Q3 | $4.31M | Buy |
14,937
+1,850
| +14% | +$534K | 0.11% | 205 |
|
|
2024
Q2 | $3.34M | Buy |
13,087
+131
| +1% | +$33.4K | 0.09% | 235 |
|
|
2024
Q1 | $3.36M | Buy |
12,956
+551
| +4% | +$143K | 0.1% | 226 |
|
|
2023
Q4 | $2.8M | Sell |
12,405
-850
| -6% | -$192K | 0.09% | 252 |
|
|
2023
Q3 | $2.76M | Buy |
13,255
+1,014
| +8% | +$211K | 0.11% | 216 |
|
|
2023
Q2 | $2.36M | Buy |
12,241
+272
| +2% | +$52.4K | 0.09% | 246 |
|
|
2023
Q1 | $2.33M | Buy |
11,969
+6,131
| +105% | +$1.19M | 0.1% | 253 |
|
|
2022
Q4 | $1.29M | Sell |
5,838
-6,295
| -52% | -$1.39M | 0.06% | 299 |
|
|
2022
Q3 | $2.21M | Sell |
12,133
-2,687
| -18% | -$489K | 0.12% | 218 |
|
|
2022
Q2 | $2.91M | Buy |
14,820
+2,998
| +25% | +$589K | 0.15% | 178 |
|
|
2022
Q1 | $2.53M | Buy |
11,822
+2,141
| +22% | +$458K | 0.11% | 234 |
|
|
2021
Q4 | $1.87M | Sell |
9,681
-3,713
| -28% | -$718K | 0.08% | 280 |
|
|
2021
Q3 | $2.32M | Sell |
13,394
-43
| -0.3% | -$7.46K | 0.12% | 210 |
|
|
2021
Q2 | $2.14M | Sell |
13,437
-27
| -0.2% | -$4.29K | 0.11% | 234 |
|
|
2021
Q1 | $2.13M | Sell |
13,464
-119
| -0.9% | -$18.8K | 0.13% | 203 |
|
|
2020
Q4 | $2.09M | Buy |
13,583
+10,512
| +342% | +$1.62M | 0.14% | 179 |
|
|
2020
Q3 | $354K | Sell |
3,071
-15,724
| -84% | -$1.81M | 0.14% | 136 |
|
|
2020
Q2 | $2.25M | Buy |
18,795
+3,244
| +21% | +$388K | 0.2% | 129 |
|
|
2020
Q1 | $1.74M | Sell |
15,551
-3,744
| -19% | -$418K | 0.18% | 136 |
|
|
2019
Q4 | $3M | Buy |
19,295
+13,429
| +229% | +$2.09M | 0.23% | 93 |
|
|
2019
Q3 | $947K | Sell |
5,866
-748
| -11% | -$121K | 0.1% | 186 |
|
|
2019
Q2 | $983K | Buy |
6,614
+106
| +2% | +$15.8K | 0.11% | 161 |
|
|
2019
Q1 | $896K | Buy |
6,508
+3,002
| +86% | +$413K | 0.29% | 96 |
|
|
2018
Q4 | $451K | Sell |
3,506
-36
| -1% | -$4.63K | 0.09% | 216 |
|
|
2018
Q3 | $470K | Sell |
3,542
-1,034
| -23% | -$137K | 0.09% | 222 |
|
|
2018
Q2 | $586K | Sell |
4,576
-163
| -3% | -$20.9K | 0.08% | 208 |
|
|
2018
Q1 | $646K | Sell |
4,739
-129
| -3% | -$17.6K | 0.09% | 198 |
|
|
2017
Q4 | $703K | Sell |
4,868
-73
| -1% | -$10.5K | 0.11% | 161 |
|
|
2017
Q3 | $713K | Buy |
4,941
+217
| +5% | +$31.3K | 0.11% | 175 |
|
|
2017
Q2 | $687K | Buy |
4,724
+2,739
| +138% | +$398K | 0.11% | 170 |
|
|
2017
Q1 | $271K | Sell |
1,985
-63
| -3% | -$8.6K | 0.05% | 286 |
|
|
2016
Q4 | $269K | Sell |
2,048
-45
| -2% | -$5.91K | 0.05% | 291 |
|
|
2016
Q3 | $263K | Sell |
2,093
-63
| -3% | -$7.92K | 0.05% | 293 |
|
|
2016
Q2 | $282K | Sell |
2,156
-118
| -5% | -$15.4K | 0.06% | 256 |
|
|
2016
Q1 | $271K | Buy |
+2,274
| New | +$271K | 0.06% | 231 |
|