Heritage Wealth Advisors’s Cincinnati Financial CINF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.4K | Hold |
372
| – | – | ﹤0.01% | 290 |
|
|
2025
Q1 | $55K | Hold |
372
| – | – | ﹤0.01% | 295 |
|
|
2024
Q4 | $53.5K | Sell |
372
-66
| -15% | -$9.48K | ﹤0.01% | 302 |
|
|
2024
Q3 | $59.6K | Hold |
438
| – | – | ﹤0.01% | 313 |
|
|
2024
Q2 | $51.7K | Sell |
438
-190
| -30% | -$22.4K | ﹤0.01% | 304 |
|
|
2024
Q1 | $78K | Sell |
628
-43
| -6% | -$5.34K | ﹤0.01% | 282 |
|
|
2023
Q4 | $69.4K | Buy |
+671
| New | +$69.4K | ﹤0.01% | 306 |
|
|
2023
Q1 | – | Sell |
-196
| Closed | -$20.1K | – | 575 |
|
|
2022
Q4 | $20.1K | Hold |
196
| – | – | ﹤0.01% | 413 |
|
|
2022
Q3 | $17.6K | Hold |
196
| – | – | ﹤0.01% | 392 |
|
|
2022
Q2 | $23K | Hold |
196
| – | – | ﹤0.01% | 408 |
|
|
2022
Q1 | $27K | Hold |
196
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $22K | Hold |
196
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $22.4K | Sell |
196
-18
| -8% | -$2.06K | ﹤0.01% | 399 |
|
|
2021
Q2 | $25K | Hold |
214
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $22.1K | Hold |
214
| – | – | ﹤0.01% | 413 |
|
|
2020
Q4 | $19K | Buy |
214
+18
| +9% | +$1.6K | ﹤0.01% | 410 |
|
|
2020
Q3 | $15.3K | Hold |
196
| – | – | ﹤0.01% | 380 |
|
|
2020
Q2 | $12.6K | Hold |
196
| – | – | ﹤0.01% | 369 |
|
|
2020
Q1 | $14.8K | Hold |
196
| – | – | ﹤0.01% | 347 |
|
|
2019
Q4 | $20.6K | Buy |
+196
| New | +$20.6K | ﹤0.01% | 377 |
|