OWA
Octavia Wealth Advisors’s Cincinnati Financial CINF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
6,048
-6,583
| -52% | -$986K | 0.1% | 81 |
|
|
2025
Q1 | $1.88M | Sell |
12,631
-577
| -4% | -$85.7K | 0.23% | 49 |
|
|
2024
Q4 | $1.91M | Hold |
13,208
| – | – | 0.23% | 47 |
|
|
2024
Q3 | $1.81M | Buy |
13,208
+2,263
| +21% | +$310K | 0.22% | 50 |
|
|
2024
Q2 | $1.3M | Buy |
10,945
+4,841
| +79% | +$576K | 0.18% | 62 |
|
|
2024
Q1 | $763K | Sell |
6,104
-5,306
| -47% | -$663K | 0.11% | 89 |
|
|
2023
Q4 | $1.19M | Buy |
11,410
+152
| +1% | +$15.8K | 0.21% | 67 |
|
|
2023
Q3 | $1.16M | Buy |
11,258
+101
| +0.9% | +$10.4K | 0.24% | 57 |
|
|
2023
Q2 | $1.09M | Buy |
11,157
+4,861
| +77% | +$477K | 0.22% | 62 |
|
|
2023
Q1 | $710K | Sell |
6,296
-489
| -7% | -$55.2K | 0.16% | 73 |
|
|
2022
Q4 | $699K | Buy |
6,785
+36
| +0.5% | +$3.71K | 0.17% | 73 |
|
|
2022
Q3 | $609K | Sell |
6,749
-200
| -3% | -$18K | 0.16% | 77 |
|
|
2022
Q2 | $833K | Buy |
6,949
+169
| +2% | +$20.3K | 0.22% | 67 |
|
|
2022
Q1 | $926K | Sell |
6,780
-4,897
| -42% | -$669K | 0.21% | 69 |
|
|
2021
Q4 | $1.34M | Buy |
11,677
+5,209
| +81% | +$597K | 0.29% | 52 |
|
|
2021
Q3 | $743K | Sell |
6,468
-274
| -4% | -$31.5K | 0.19% | 72 |
|
|
2021
Q2 | $790K | Sell |
6,742
-7,572
| -53% | -$887K | 0.21% | 68 |
|
|
2021
Q1 | $1.49M | Sell |
14,314
-1,500
| -9% | -$156K | 0.44% | 50 |
|
|
2020
Q4 | $1.39M | Buy |
+15,814
| New | +$1.39M | 0.45% | 47 |
|