TFC Financial Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Sell |
183
-12
| -6% | -$3.48K | 0.01% | 256 |
|
|
2025
Q1 | $58.9K | Sell |
195
-10
| -5% | -$3.02K | 0.01% | 242 |
|
|
2024
Q4 | $56.6K | Sell |
205
-35
| -15% | -$9.67K | 0.01% | 237 |
|
|
2024
Q3 | $69.2K | Buy |
240
+36
| +18% | +$10.4K | 0.01% | 231 |
|
|
2024
Q2 | $52K | Hold |
204
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $52.9K | Buy |
204
+2
| +1% | +$518 | 0.01% | 227 |
|
|
2023
Q4 | $45.7K | Hold |
202
| – | – | 0.01% | 235 |
|
|
2023
Q3 | $42.1K | Buy |
202
+34
| +20% | +$7.08K | 0.01% | 232 |
|
|
2023
Q2 | $32.4K | Sell |
168
-145
| -46% | -$27.9K | 0.01% | 248 |
|
|
2023
Q1 | $60.8K | Buy |
313
+227
| +264% | +$44.1K | 0.02% | 213 |
|
|
2022
Q4 | $19K | Sell |
86
-400
| -82% | -$88.2K | 0.01% | 263 |
|
|
2022
Q3 | $88K | Buy |
486
+400
| +465% | +$72.4K | 0.03% | 161 |
|
|
2022
Q2 | $17K | Hold |
86
| – | – | 0.01% | 268 |
|
|
2022
Q1 | $18K | Hold |
86
| – | – | 0.01% | 265 |
|
|
2021
Q4 | $17K | Hold |
86
| – | – | 0.01% | 288 |
|
|
2021
Q3 | $15K | Hold |
86
| – | – | 0.01% | 296 |
|
|
2021
Q2 | $14K | Hold |
86
| – | – | ﹤0.01% | 292 |
|
|
2021
Q1 | $14K | Hold |
86
| – | – | 0.01% | 285 |
|
|
2020
Q4 | $13K | Hold |
86
| – | – | 0.01% | 297 |
|
|
2020
Q3 | $10K | Buy |
+86
| New | +$10K | ﹤0.01% | 295 |
|