Creative Planning’s CNA Financial CNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.57M | Buy |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $786K | Buy |
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|
2024
Q2 | $636K | Buy |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Sell |
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|
2016
Q4 | $42K | Sell |
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|
2016
Q3 | $43K | Sell |
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|
2016
Q2 | $102K | Hold |
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|
2016
Q1 | $105K | Buy |
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|
2015
Q4 | $44K | Buy |
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|
2015
Q3 | $35K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $41K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $16K | Sell |
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|
2014
Q1 | $38K | Buy |
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|
2013
Q4 | $17K | Sell |
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|
2013
Q3 | $27K | Buy |
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|
2013
Q2 | $13K | Buy |
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