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Octavia Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

Octavia Wealth Advisors’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
6,545
-8,769
-57% -$1.45M 0.11% 63
2026
Q1 		$2.42M Buy
15,314
+2,331
+18% +$379K 0.23% 44
2025
Q4 		$2.13M Sell
12,983
-97
-0.7% -$15.7K 0.2% 51
2025
Q3 		$2.08M Buy
13,080
+7,032
+116% +$1.07M 0.21% 50
2025
Q2 		$906K Sell
6,048
-6,583
-52% -$943K 0.1% 81
2025
Q1 		$1.88M Sell
12,631
-577
-4% -$81.2K 0.23% 49
2024
Q4 		$1.91M Hold
13,208
– – 0.23% 47
2024
Q3 		$1.81M Buy
13,208
+2,263
+21% +$293K 0.22% 50
2024
Q2 		$1.3M Buy
10,945
+4,841
+79% +$568K 0.18% 62
2024
Q1 		$763K Sell
6,104
-5,306
-47% -$599K 0.11% 89
2023
Q4 		$1.19M Buy
11,410
+152
+1% +$15.4K 0.21% 67
2023
Q3 		$1.16M Buy
11,258
+101
+0.9% +$10.6K 0.24% 57
2023
Q2 		$1.09M Buy
11,157
+4,861
+77% +$502K 0.22% 62
2023
Q1 		$710K Sell
6,296
-489
-7% -$55.6K 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% -$20.6K 0.16% 77
2022
Q2 		$833K Buy
6,949
+169
+2% +$21.5K 0.22% 67
2022
Q1 		$926K Sell
6,780
-4,897
-42% -$602K 0.21% 69
2021
Q4 		$1.34M Buy
11,677
+5,209
+81% +$616K 0.29% 52
2021
Q3 		$743K Sell
6,468
-274
-4% -$32.5K 0.19% 72
2021
Q2 		$790K Sell
6,742
-7,572
-53% -$874K 0.21% 68
2021
Q1 		$1.49M Sell
14,314
-1,500
-9% -$144K 0.44% 50
2020
Q4 		$1.39M Buy
+15,814
New +$1.26M 0.45% 47

Other funds holding CINF

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return