Sound Financial Strategies Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
2,715
-3
| -0.1% | -$869 | 0.67% | 42 |
|
|
2025
Q1 | $821K | Sell |
2,718
-487
| -15% | -$147K | 0.73% | 27 |
|
|
2024
Q4 | $886K | Buy |
3,205
+363
| +13% | +$100K | 0.74% | 20 |
|
|
2024
Q3 | $820K | Buy |
2,842
+44
| +2% | +$12.7K | 0.66% | 32 |
|
|
2024
Q2 | $714K | Buy |
2,798
+248
| +10% | +$63.3K | 0.62% | 32 |
|
|
2024
Q1 | $661K | Sell |
2,550
-40
| -2% | -$10.4K | 0.55% | 27 |
|
|
2023
Q4 | $585K | Sell |
2,590
-1,523
| -37% | -$344K | 0.49% | 37 |
|
|
2023
Q3 | $856K | Buy |
+4,113
| New | +$856K | 0.71% | 34 |
|
|
2023
Q1 | – | Sell |
-4,919
| Closed | -$1.09M | – | 64 |
|
|
2022
Q4 | $1.09M | Buy |
+4,919
| New | +$1.09M | 0.79% | 24 |
|
|
2022
Q2 | – | Sell |
-7,686
| Closed | -$1.64M | – | 50 |
|
|
2022
Q1 | $1.64M | Buy |
7,686
+4,044
| +111% | +$865K | 0.91% | 15 |
|
|
2021
Q4 | $704K | Sell |
3,642
-130
| -3% | -$25.1K | 0.35% | 43 |
|
|
2021
Q3 | $654K | Sell |
3,772
-71
| -2% | -$12.3K | 0.33% | 39 |
|
|
2021
Q2 | $611K | Buy |
3,843
+88
| +2% | +$14K | 0.3% | 61 |
|
|
2021
Q1 | $593K | Buy |
+3,755
| New | +$593K | 0.3% | 52 |
|
|
2020
Q4 | – | Sell |
-3,703
| Closed | -$430K | – | 85 |
|
|
2020
Q3 | $430K | Sell |
3,703
-70
| -2% | -$8.13K | 0.27% | 46 |
|
|
2020
Q2 | $478K | Sell |
3,773
-1
| -0% | -$127 | 0.31% | 35 |
|
|
2020
Q1 | $422K | Sell |
3,774
-3,613
| -49% | -$404K | 0.29% | 37 |
|
|
2019
Q4 | $1.15M | Buy |
+7,387
| New | +$1.15M | 0.73% | 54 |
|