CastleKeep Investment Advisors
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CastleKeep Investment Advisors’s CNA Financial CNA Stock Holding History

CastleKeep Investment Advisors’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,360
Closed -$996K – 88
2024
Q3 		$996K Buy
20,360
+234
+1% +$11.4K 0.68% 68
2024
Q2 		$927K Buy
+20,126
New +$893K 0.72% 49

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RRAM
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CIM
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DSC
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CastleKeep Investment Advisors's CNA Position: Q4 2024 in Review

CastleKeep Investment Advisors sold out of CNA Financial (CNA) in Q4 2024, closing a stake of 20,360 shares — an estimated $996K sold.

CastleKeep Investment Advisors first reported a position in CNA in Q2 2024 and held it in 2 quarters. The position peaked at $996K in Q3 2024. 274 funds tracked by Wall St. Rank hold CNA as of Q4 2024.

  • CastleKeep Investment Advisors reported no remaining CNA Financial position as of Q4 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 20,360 CNA Financial shares in Q4 2024, an estimated $996K.
  • CastleKeep Investment Advisors first reported a position in CNA Financial in Q2 2024 and held it in 2 quarters.
  • CastleKeep Investment Advisors's CNA Financial position peaked at $996K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held CNA Financial as of Q4 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.