Carson Wealth (CWM LLC)’s Cincinnati Financial CINF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
20,163
+1,167
| +6% | +$174K | 0.01% | 786 |
|
|
2025
Q1 | $2.81M | Buy |
18,996
+3,076
| +19% | +$454K | 0.01% | 720 |
|
|
2024
Q4 | $2.29M | Buy |
15,920
+528
| +3% | +$75.9K | 0.01% | 736 |
|
|
2024
Q3 | $2.1M | Buy |
15,392
+7,004
| +84% | +$953K | 0.01% | 686 |
|
|
2024
Q2 | $991K | Buy |
8,388
+3,669
| +78% | +$433K | ﹤0.01% | 891 |
|
|
2024
Q1 | $586K | Buy |
4,719
+843
| +22% | +$105K | ﹤0.01% | 1072 |
|
|
2023
Q4 | $401K | Buy |
3,876
+1,885
| +95% | +$195K | ﹤0.01% | 1141 |
|
|
2023
Q3 | $204K | Buy |
1,991
+181
| +10% | +$18.5K | ﹤0.01% | 1305 |
|
|
2023
Q2 | $176K | Sell |
1,810
-442
| -20% | -$43K | ﹤0.01% | 1302 |
|
|
2023
Q1 | $252K | Buy |
2,252
+615
| +38% | +$68.8K | ﹤0.01% | 1109 |
|
|
2022
Q4 | $168K | Buy |
1,637
+877
| +115% | +$90K | ﹤0.01% | 1159 |
|
|
2022
Q3 | $68K | Sell |
760
-352
| -32% | -$31.5K | ﹤0.01% | 1508 |
|
|
2022
Q2 | $132K | Buy |
1,112
+291
| +35% | +$34.5K | ﹤0.01% | 1200 |
|
|
2022
Q1 | $112K | Buy |
821
+416
| +103% | +$56.8K | ﹤0.01% | 1281 |
|
|
2021
Q4 | $46K | Buy |
+405
| New | +$46K | ﹤0.01% | 1599 |
|
|
2021
Q2 | $27K | Hold |
235
| – | – | ﹤0.01% | 1655 |
|
|
2021
Q1 | $27K | Hold |
235
| – | – | ﹤0.01% | 1655 |
|
|
2020
Q4 | $27K | Hold |
235
| – | – | ﹤0.01% | 1655 |
|
|
2020
Q3 | $27K | Hold |
235
| – | – | ﹤0.01% | 1655 |
|
|
2020
Q2 | $27K | Hold |
235
| – | – | ﹤0.01% | 1655 |
|
|
2020
Q1 | $27K | Hold |
235
| – | – | ﹤0.01% | 1655 |
|
|
2019
Q4 | $27K | Hold |
235
| – | – | ﹤0.01% | 1655 |
|
|
2019
Q3 | $27K | Hold |
235
| – | – | ﹤0.01% | 1655 |
|
|
2019
Q2 | $27K | Hold |
235
| – | – | ﹤0.01% | 1655 |
|
|
2019
Q1 | $27K | Sell |
235
-958
| -80% | -$110K | ﹤0.01% | 1655 |
|
|
2018
Q4 | $92K | Sell |
1,193
-80
| -6% | -$6.17K | ﹤0.01% | 740 |
|
|
2018
Q3 | $98K | Buy |
1,273
+25
| +2% | +$1.93K | ﹤0.01% | 622 |
|
|
2018
Q2 | $83K | Buy |
1,248
+224
| +22% | +$14.9K | ﹤0.01% | 547 |
|
|
2018
Q1 | $76K | Buy |
1,024
+17
| +2% | +$1.26K | ﹤0.01% | 487 |
|
|
2017
Q4 | $75K | Buy |
1,007
+49
| +5% | +$3.65K | ﹤0.01% | 459 |
|
|
2017
Q3 | $73K | Buy |
958
+158
| +20% | +$12K | ﹤0.01% | 452 |
|
|
2017
Q2 | $58K | Buy |
800
+200
| +33% | +$14.5K | ﹤0.01% | 452 |
|
|
2017
Q1 | $43K | Sell |
600
-200
| -25% | -$14.3K | ﹤0.01% | 479 |
|
|
2016
Q4 | $61K | Buy |
800
+200
| +33% | +$15.3K | ﹤0.01% | 417 |
|
|
2016
Q3 | $45K | Buy |
+600
| New | +$45K | ﹤0.01% | 432 |
|