TFA
Transamerica Financial Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
1,495
+54
| +4% | +$15.6K | 0.04% | 193 |
|
|
2025
Q1 | $435K | Buy |
1,441
+315
| +28% | +$95.1K | 0.04% | 193 |
|
|
2024
Q4 | $312K | Buy |
1,126
+187
| +20% | +$51.8K | 0.03% | 197 |
|
|
2024
Q3 | $271K | Buy |
939
+704
| +300% | +$203K | 0.03% | 212 |
|
|
2024
Q2 | $60K | Hold |
235
| – | – | 0.01% | 273 |
|
|
2024
Q1 | $61K | Sell |
235
-427
| -65% | -$111K | 0.01% | 294 |
|
|
2023
Q4 | $150K | Sell |
662
-204
| -24% | -$46.2K | 0.02% | 254 |
|
|
2023
Q3 | $181K | Sell |
866
-101
| -10% | -$21.1K | 0.02% | 224 |
|
|
2023
Q2 | $187K | Sell |
967
-1,426
| -60% | -$276K | 0.02% | 228 |
|
|
2023
Q1 | $465K | Sell |
2,393
-1,158
| -33% | -$225K | 0.06% | 181 |
|
|
2022
Q4 | $784K | Buy |
3,551
+913
| +35% | +$202K | 0.11% | 150 |
|
|
2022
Q3 | $480K | Buy |
2,638
+125
| +5% | +$22.7K | 0.07% | 162 |
|
|
2022
Q2 | $494K | Buy |
+2,513
| New | +$494K | 0.07% | 165 |
|
|
2020
Q3 | – | Sell |
-138
| Closed | -$18K | – | 212 |
|
|
2020
Q2 | $18K | Buy |
+138
| New | +$18K | ﹤0.01% | 228 |
|
|
2019
Q3 | – | Sell |
-17
| Closed | -$3K | – | 140 |
|
|
2019
Q2 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 359 |
|
|
2019
Q1 | – | Sell |
-18
| Closed | -$3K | – | 135 |
|
|
2018
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 333 |
|
|
2018
Q3 | $3K | Sell |
18
-9
| -33% | -$1.5K | ﹤0.01% | 347 |
|
|
2018
Q2 | $4K | Sell |
27
-1,609
| -98% | -$238K | ﹤0.01% | 280 |
|
|
2018
Q1 | $224K | Sell |
1,636
-51,674
| -97% | -$7.08M | 0.03% | 198 |
|
|
2017
Q4 | $7.79M | Sell |
53,310
-683
| -1% | -$99.8K | 1.03% | 25 |
|
|
2017
Q3 | $7.7M | Sell |
53,993
-1,667
| -3% | -$238K | 0.95% | 27 |
|
|
2017
Q2 | $8.09M | Buy |
55,660
+39,185
| +238% | +$5.7M | 1.1% | 18 |
|
|
2017
Q1 | $2.25M | Buy |
16,475
+61
| +0.4% | +$8.31K | 0.27% | 103 |
|
|
2016
Q4 | $2.17M | Buy |
16,414
+201
| +1% | +$26.6K | 0.26% | 105 |
|
|
2016
Q3 | $2.04M | Buy |
16,213
+1,386
| +9% | +$174K | 0.22% | 113 |
|
|
2016
Q2 | $1.94M | Buy |
14,827
+119
| +0.8% | +$15.6K | 0.2% | 119 |
|
|
2016
Q1 | $1.75M | Buy |
14,708
+12,318
| +515% | +$1.47M | 0.15% | 129 |
|
|
2015
Q4 | $280K | Buy |
2,390
+129
| +6% | +$15.1K | 0.02% | 282 |
|
|
2015
Q3 | $234K | Buy |
2,261
+32
| +1% | +$3.31K | 0.02% | 273 |
|
|
2015
Q2 | $227K | Buy |
2,229
+142
| +7% | +$14.5K | 0.02% | 319 |
|
|
2015
Q1 | $233K | Buy |
+2,087
| New | +$233K | 0.02% | 319 |
|