Regal 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 | $343K | Buy |
1,184
+335
| +39% | +$97K | 0.03% | 399 |
|
|
2025
Q1 | $256K | Buy |
+849
| New | +$256K | 0.02% | 431 |
|
|
2024
Q3 | – | Sell |
-819
| Closed | -$209K | – | 508 |
|
|
2024
Q2 | $209K | Buy |
+819
| New | +$209K | 0.01% | 540 |
|
|
2023
Q1 | – | Sell |
-1,115
| Closed | -$246K | – | 519 |
|
|
2022
Q4 | $246K | Buy |
+1,115
| New | +$246K | 0.02% | 416 |
|
|
2014
Q2 | – | Sell |
-364
| Closed | -$36K | – | 902 |
|
|
2014
Q1 | $36K | Buy |
364
+1
| +0.3% | +$99 | 0.02% | 403 |
|
|
2013
Q4 | $38K | Buy |
363
+122
| +51% | +$12.8K | 0.02% | 328 |
|
|
2013
Q3 | $23K | Buy |
+241
| New | +$23K | 0.01% | 442 |
|