Security National Bank’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
8,333
+223
| +3% | +$64.6K | 0.42% | 50 |
|
|
2025
Q1 | $2.45M | Buy |
8,110
+301
| +4% | +$90.9K | 0.46% | 50 |
|
|
2024
Q4 | $2.16M | Buy |
7,809
+63
| +0.8% | +$17.4K | 0.31% | 52 |
|
|
2024
Q3 | $2.23M | Buy |
7,746
+380
| +5% | +$110K | 0.3% | 55 |
|
|
2024
Q2 | $1.88M | Buy |
7,366
+42
| +0.6% | +$10.7K | 0.27% | 56 |
|
|
2024
Q1 | $1.9M | Buy |
7,324
+329
| +5% | +$85.3K | 0.29% | 53 |
|
|
2023
Q4 | $1.58M | Buy |
+6,995
| New | +$1.58M | 0.36% | 54 |
|
|
2021
Q3 | – | Sell |
-17,749
| Closed | -$2.82M | – | 103 |
|
|
2021
Q2 | $2.82M | Sell |
17,749
-217
| -1% | -$34.5K | 0.74% | 43 |
|
|
2021
Q1 | $2.84M | Sell |
17,966
-1,035
| -5% | -$163K | 0.83% | 44 |
|
|
2020
Q4 | $2.93M | Sell |
19,001
-88
| -0.5% | -$13.5K | 0.93% | 41 |
|
|
2020
Q3 | $2.22M | Buy |
19,089
+771
| +4% | +$89.5K | 0.77% | 42 |
|
|
2020
Q2 | $2.32M | Buy |
18,318
+1,299
| +8% | +$164K | 0.96% | 41 |
|
|
2020
Q1 | $1.9M | Sell |
17,019
-760
| -4% | -$84.9K | 1% | 37 |
|
|
2019
Q4 | $2.77M | Buy |
17,779
+375
| +2% | +$58.4K | 1.23% | 35 |
|
|
2019
Q3 | $2.81M | Buy |
17,404
+798
| +5% | +$129K | 1.33% | 31 |
|
|
2019
Q2 | $2.45M | Buy |
16,606
+759
| +5% | +$112K | 1.21% | 36 |
|
|
2019
Q1 | $2.22M | Buy |
15,847
+1,749
| +12% | +$245K | 1.15% | 37 |
|
|
2018
Q4 | $1.82M | Buy |
14,098
+731
| +5% | +$94.4K | 1.14% | 37 |
|
|
2018
Q3 | $1.79M | Buy |
13,367
+607
| +5% | +$81.1K | 0.99% | 40 |
|
|
2018
Q2 | $1.62M | Sell |
12,760
-57
| -0.4% | -$7.24K | 1.03% | 39 |
|
|
2018
Q1 | $1.75M | Buy |
12,817
+337
| +3% | +$46.1K | 1.17% | 37 |
|
|
2017
Q4 | $1.82M | Sell |
12,480
-527
| -4% | -$77K | 1.19% | 37 |
|
|
2017
Q3 | $1.85M | Sell |
13,007
-1
| -0% | -$143 | 1.27% | 35 |
|
|
2017
Q2 | $1.89M | Sell |
13,008
-121
| -0.9% | -$17.6K | 1.38% | 33 |
|
|
2017
Q1 | $1.79M | Buy |
+13,129
| New | +$1.79M | 1.34% | 30 |
|