Cyndeo Wealth Partners’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	$7.25M	Buy	155,909 +10,209	+7%	+$475K	0.43%	69
2025 Q1	$7.4M	Buy	145,700 +13,441	+10%	+$683K	0.49%	65
2024 Q4	$6.4M	Buy	132,259 +7,767	+6%	+$376K	0.43%	75
2024 Q3	$6.09M	Buy	+124,492	New	+$6.09M	0.43%	76