GWAM
Guardian Wealth Advisors (Minnesota)’s Cincinnati Financial CINF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Sell |
6,259
-123
| -2% | -$18.3K | 0.55% | 22 |
|
|
2025
Q1 | $943K | Sell |
6,382
-401
| -6% | -$59.2K | 0.6% | 22 |
|
|
2024
Q4 | $975K | Sell |
6,783
-277
| -4% | -$39.8K | 0.62% | 19 |
|
|
2024
Q3 | $961K | Sell |
7,060
-477
| -6% | -$64.9K | 0.59% | 20 |
|
|
2024
Q2 | $890K | Sell |
7,537
-93
| -1% | -$11K | 0.58% | 20 |
|
|
2024
Q1 | $947K | Sell |
7,630
-58
| -0.8% | -$7.2K | 0.62% | 18 |
|
|
2023
Q4 | $795K | Buy |
7,688
+49
| +0.6% | +$5.07K | 0.55% | 22 |
|
|
2023
Q3 | $781K | Sell |
7,639
-16
| -0.2% | -$1.64K | 0.6% | 22 |
|
|
2023
Q2 | $745K | Buy |
7,655
+102
| +1% | +$9.93K | 0.55% | 27 |
|
|
2023
Q1 | $847K | Buy |
7,553
+271
| +4% | +$30.4K | 0.66% | 19 |
|
|
2022
Q4 | $746K | Buy |
7,282
+306
| +4% | +$31.3K | 0.66% | 23 |
|
|
2022
Q3 | $625K | Buy |
6,976
+112
| +2% | +$10K | 0.61% | 26 |
|
|
2022
Q2 | $817K | Buy |
6,864
+137
| +2% | +$16.3K | 0.75% | 21 |
|
|
2022
Q1 | $915K | Sell |
6,727
-185
| -3% | -$25.2K | 0.75% | 22 |
|
|
2021
Q4 | $787K | Sell |
6,912
-101
| -1% | -$11.5K | 0.63% | 22 |
|
|
2021
Q3 | $801K | Sell |
7,013
-473
| -6% | -$54K | 0.71% | 21 |
|
|
2021
Q2 | $873K | Sell |
7,486
-158
| -2% | -$18.4K | 0.76% | 21 |
|
|
2021
Q1 | $788K | Sell |
7,644
-117
| -2% | -$12.1K | 0.73% | 23 |
|
|
2020
Q4 | $678K | Buy |
+7,761
| New | +$678K | 0.67% | 25 |
|