Creative Planning’s CNA Financial CNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
33,006
+10,843
| +49% | +$505K | ﹤0.01% | 1521 |
|
|
2025
Q1 | $1.13M | Sell |
22,163
-184
| -0.8% | -$9.35K | ﹤0.01% | 1627 |
|
|
2024
Q4 | $1.08M | Buy |
22,347
+6,280
| +39% | +$304K | ﹤0.01% | 1590 |
|
|
2024
Q3 | $786K | Buy |
16,067
+2,272
| +16% | +$111K | ﹤0.01% | 1715 |
|
|
2024
Q2 | $636K | Buy |
13,795
+6,221
| +82% | +$287K | ﹤0.01% | 1761 |
|
|
2024
Q1 | $344K | Buy |
7,574
+536
| +8% | +$24.3K | ﹤0.01% | 2126 |
|
|
2023
Q4 | $298K | Buy |
7,038
+762
| +12% | +$32.2K | ﹤0.01% | 2091 |
|
|
2023
Q3 | $247K | Sell |
6,276
-1,229
| -16% | -$48.4K | ﹤0.01% | 2086 |
|
|
2023
Q2 | $290K | Buy |
7,505
+1,939
| +35% | +$74.9K | ﹤0.01% | 1927 |
|
|
2023
Q1 | $217K | Buy |
+5,566
| New | +$217K | ﹤0.01% | 2057 |
|
|
2017
Q3 | – | Sell |
-5
| Closed | – | – | 2169 |
|
|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 4505 |
|
|
2017
Q1 | $0 | Sell |
5
-1,000
| -100% | – | ﹤0.01% | 4513 |
|
|
2016
Q4 | $42K | Sell |
1,005
-245
| -20% | -$10.2K | ﹤0.01% | 2507 |
|
|
2016
Q3 | $43K | Sell |
1,250
-2,000
| -62% | -$68.8K | ﹤0.01% | 2458 |
|
|
2016
Q2 | $102K | Hold |
3,250
| – | – | ﹤0.01% | 1655 |
|
|
2016
Q1 | $105K | Buy |
3,250
+2,000
| +160% | +$64.6K | ﹤0.01% | 1587 |
|
|
2015
Q4 | $44K | Buy |
1,250
+250
| +25% | +$8.8K | ﹤0.01% | 2184 |
|
|
2015
Q3 | $35K | Buy |
+1,000
| New | +$35K | ﹤0.01% | 2298 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$41K | – | 1388 |
|
|
2015
Q1 | $41K | Buy |
+1,000
| New | +$41K | ﹤0.01% | 2142 |
|
|
2014
Q3 | – | Sell |
-400
| Closed | -$16K | – | 3858 |
|
|
2014
Q2 | $16K | Sell |
400
-500
| -56% | -$20K | ﹤0.01% | 2570 |
|
|
2014
Q1 | $38K | Buy |
900
+500
| +125% | +$21.1K | ﹤0.01% | 1960 |
|
|
2013
Q4 | $17K | Sell |
400
-300
| -43% | -$12.8K | ﹤0.01% | 2274 |
|
|
2013
Q3 | $27K | Buy |
700
+300
| +75% | +$11.6K | ﹤0.01% | 1917 |
|
|
2013
Q2 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 2144 |
|