Souders Financial 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 | $297K | Buy |
1,024
+333
| +48% | +$96.5K | 0.04% | 168 |
|
|
2025
Q1 | $209K | Buy |
+691
| New | +$209K | 0.03% | 179 |
|
|
2023
Q1 | – | Sell |
-1,043
| Closed | -$230K | – | 150 |
|
|
2022
Q4 | $230K | Buy |
+1,043
| New | +$230K | 0.05% | 143 |
|
|
2022
Q3 | – | Sell |
-1,100
| Closed | -$216K | – | 146 |
|
|
2022
Q2 | $216K | Buy |
1,100
+14
| +1% | +$2.75K | 0.06% | 130 |
|
|
2022
Q1 | $232K | Buy |
+1,086
| New | +$232K | 0.07% | 129 |
|