EP Wealth Advisors’s CNO Financial Group CNO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$470K Sell
12,171
-176
-1% -$6.79K ﹤0.01% 803
2025
Q1
$514K Buy
12,347
+892
+8% +$37.2K ﹤0.01% 697
2024
Q4
$426K Sell
11,455
-441
-4% -$16.4K ﹤0.01% 748
2024
Q3
$418K Buy
+11,896
New +$418K ﹤0.01% 746