Stratos Wealth 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 | $234K | Sell |
806
-7
| -0.9% | -$2.03K | 0.01% | 595 |
|
|
2025
Q1 | $246K | Sell |
813
-21
| -3% | -$6.34K | 0.01% | 584 |
|
|
2024
Q4 | $230K | Sell |
834
-40
| -5% | -$11.1K | 0.01% | 642 |
|
|
2024
Q3 | $252K | Buy |
+874
| New | +$252K | 0.01% | 648 |
|
|
2024
Q2 | – | Sell |
-4,703
| Closed | -$1.22M | – | 710 |
|
|
2024
Q1 | $1.22M | Sell |
4,703
-89
| -2% | -$23.1K | 0.07% | 293 |
|
|
2023
Q4 | $1.08M | Buy |
4,792
+25
| +0.5% | +$5.65K | 0.06% | 311 |
|
|
2023
Q3 | $992K | Buy |
4,767
+99
| +2% | +$20.6K | 0.07% | 303 |
|
|
2023
Q2 | $899K | Sell |
4,668
-288
| -6% | -$55.5K | 0.06% | 327 |
|
|
2023
Q1 | $963K | Sell |
4,956
-92
| -2% | -$17.9K | 0.07% | 297 |
|
|
2022
Q4 | $1.11M | Buy |
5,048
+11
| +0.2% | +$2.43K | 0.09% | 269 |
|
|
2022
Q3 | $916K | Sell |
5,037
-1,439
| -22% | -$262K | 0.1% | 256 |
|
|
2022
Q2 | $1.27M | Buy |
6,476
+52
| +0.8% | +$10.2K | 0.12% | 223 |
|
|
2022
Q1 | $1.37M | Buy |
6,424
+105
| +2% | +$22.5K | 0.11% | 218 |
|
|
2021
Q4 | $1.22M | Buy |
6,319
+32
| +0.5% | +$6.19K | 0.09% | 255 |
|
|
2021
Q3 | $1.09M | Buy |
6,287
+3,676
| +141% | +$638K | 0.09% | 238 |
|
|
2021
Q2 | $415K | Buy |
+2,611
| New | +$415K | 0.04% | 386 |
|