CAPTRUST Financial Advisors’s CNA Financial CNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
29,839
-1,884
| -6% | -$87.7K | ﹤0.01% | 1161 |
|
|
2025
Q1 | $1.61M | Buy |
31,723
+14,359
| +83% | +$729K | ﹤0.01% | 1009 |
|
|
2024
Q4 | $840K | Buy |
17,364
+11,586
| +201% | +$560K | ﹤0.01% | 1324 |
|
|
2024
Q3 | $283K | Buy |
+5,778
| New | +$283K | ﹤0.01% | 1908 |
|
|
2022
Q3 | – | Sell |
-1,699
| Closed | -$76K | – | 2433 |
|
|
2022
Q2 | $76K | Buy |
1,699
+321
| +23% | +$14.4K | ﹤0.01% | 2424 |
|
|
2022
Q1 | $67K | Buy |
1,378
+999
| +264% | +$48.6K | ﹤0.01% | 2571 |
|
|
2021
Q4 | $17K | Buy |
379
+29
| +8% | +$1.3K | ﹤0.01% | 3397 |
|
|
2021
Q3 | $15K | Hold |
350
| – | – | ﹤0.01% | 3344 |
|
|
2021
Q2 | $16K | Hold |
350
| – | – | ﹤0.01% | 3259 |
|
|
2021
Q1 | $16K | Buy |
+350
| New | +$16K | ﹤0.01% | 3138 |
|