Sound Financial Strategies Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $695K | Sell |
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|
2025
Q2 | $787K | Sell |
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|
2025
Q1 | $821K | Sell |
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|
2024
Q4 | $886K | Buy |
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|
2024
Q3 | $820K | Buy |
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|
2024
Q2 | $714K | Buy |
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|
2024
Q1 | $661K | Sell |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $856K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $704K | Sell |
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|
2021
Q3 | $654K | Sell |
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|
2021
Q2 | $611K | Buy |
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|
2021
Q1 | $593K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $430K | Sell |
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|
2020
Q2 | $478K | Sell |
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|
2020
Q1 | $422K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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