Summit Securities 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 | $327K | Buy |
+1,127
| New | +$327K | 0.06% | 87 |
|
|
2023
Q4 | – | Sell |
-13
| Closed | -$3K | – | 493 |
|
|
2023
Q3 | $3K | Sell |
13
-528
| -98% | -$122K | ﹤0.01% | 335 |
|
|
2023
Q2 | $104K | Sell |
541
-272
| -33% | -$52.3K | 0.01% | 183 |
|
|
2023
Q1 | $158K | Buy |
813
+392
| +93% | +$76.2K | 0.01% | 137 |
|
|
2022
Q4 | $93K | Sell |
421
-2,522
| -86% | -$557K | ﹤0.01% | 407 |
|
|
2022
Q3 | $535K | Buy |
2,943
+2,059
| +233% | +$374K | 0.04% | 132 |
|
|
2022
Q2 | $174K | Buy |
884
+707
| +399% | +$139K | 0.02% | 192 |
|
|
2022
Q1 | $38K | Buy |
+177
| New | +$38K | ﹤0.01% | 427 |
|
|
2018
Q4 | – | Sell |
-3,200
| Closed | -$428K | – | 150 |
|
|
2018
Q3 | $428K | Buy |
+3,200
| New | +$428K | 0.16% | 86 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$33K | – | 470 |
|
|
2015
Q1 | $33K | Buy |
+300
| New | +$33K | 0.02% | 207 |
|
|
2014
Q4 | – | Sell |
-1,100
| Closed | -$115K | – | 483 |
|
|
2014
Q3 | $115K | Buy |
+1,100
| New | +$115K | 0.03% | 269 |
|