Sowell 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 | $489K | Sell |
1,688
-499
| -23% | -$145K | 0.02% | 615 |
|
|
2025
Q1 | $660K | Buy |
+2,187
| New | +$660K | 0.03% | 518 |
|
|
2021
Q2 | – | Sell |
-2,444
| Closed | -$423K | – | 865 |
|
|
2021
Q1 | $423K | Sell |
2,444
-1,352
| -36% | -$234K | 0.01% | 716 |
|
|
2020
Q4 | $584K | Sell |
3,796
-5
| -0.1% | -$769 | 0.02% | 479 |
|
|
2020
Q3 | $441K | Sell |
3,801
-151
| -4% | -$17.5K | 0.02% | 499 |
|
|
2020
Q2 | $500K | Sell |
3,952
-501
| -11% | -$63.4K | 0.03% | 453 |
|
|
2020
Q1 | $497K | Buy |
4,453
+778
| +21% | +$86.8K | 0.04% | 400 |
|
|
2019
Q4 | $572K | Buy |
3,675
+1,725
| +88% | +$268K | 0.04% | 413 |
|
|
2019
Q3 | $315K | Buy |
+1,950
| New | +$315K | 0.03% | 522 |
|