Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-40,628
| Closed | -$2.94M | – | 140 |
|
|
2017
Q2 | $2.94M | Buy |
40,628
+1,761
| +5% | +$128K | 1.16% | 26 |
|
|
2017
Q1 | $2.81M | Buy |
38,867
+7,652
| +25% | +$553K | 1.23% | 26 |
|
|
2016
Q4 | $2.37M | Sell |
31,215
-6,865
| -18% | -$520K | 1.04% | 32 |
|
|
2016
Q3 | $2.87M | Sell |
38,080
-2,335
| -6% | -$176K | 1.24% | 30 |
|
|
2016
Q2 | $3.03M | Buy |
40,415
+380
| +0.9% | +$28.5K | 1.26% | 28 |
|
|
2016
Q1 | $2.62M | Sell |
40,035
-110
| -0.3% | -$7.19K | 1.14% | 29 |
|
|
2015
Q4 | $2.38M | Buy |
40,145
+1,925
| +5% | +$114K | 1.09% | 32 |
|
|
2015
Q3 | $2.06M | Buy |
38,220
+575
| +2% | +$30.9K | 1.33% | 25 |
|
|
2015
Q2 | $1.89M | Buy |
37,645
+270
| +0.7% | +$13.5K | 1.17% | 30 |
|
|
2015
Q1 | $1.89M | Buy |
37,375
+800
| +2% | +$40.5K | 1.28% | 28 |
|
|
2014
Q4 | $1.9M | Buy |
+36,575
| New | +$1.9M | 1.32% | 27 |
|