Richardson 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 | $247K | Buy |
854
+491
| +135% | +$142K | 0.17% | 136 |
|
|
2025
Q1 | $110K | Buy |
363
+23
| +7% | +$6.95K | 0.08% | 180 |
|
|
2024
Q4 | $93.6K | Buy |
340
+4
| +1% | +$1.1K | 0.07% | 197 |
|
|
2024
Q3 | $85.7K | Hold |
336
| – | – | 0.05% | 211 |
|
|
2024
Q2 | $85.7K | Sell |
336
-46
| -12% | -$11.7K | 0.06% | 201 |
|
|
2024
Q1 | $99K | Sell |
382
-3
| -0.8% | -$777 | 0.07% | 198 |
|
|
2023
Q4 | $87K | Buy |
+385
| New | +$87K | 0.08% | 183 |
|