Montag & Associates’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 | $6.33K | Buy |
42
+13
| +45% | +$1.96K | ﹤0.01% | 779 |
|
|
2025
Q1 | $4.33K | Buy |
+29
| New | +$4.33K | ﹤0.01% | 853 |
|
|
2024
Q4 | – | Hold |
0
| – | -$2 | – | 1001 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1027 |
|
|
2023
Q4 | – | Hold |
0
| – | -$35 | – | 918 |
|
|
2023
Q3 | – | Sell |
-46
| Closed | -$4.51K | – | 898 |
|
|
2023
Q2 | $4.51K | Buy |
46
+4
| +10% | +$392 | ﹤0.01% | 823 |
|
|
2023
Q1 | $4.74K | Hold |
42
| – | – | ﹤0.01% | 818 |
|
|
2022
Q4 | $4.33K | Buy |
+42
| New | +$4.33K | ﹤0.01% | 827 |
|