Trek Financial’s CNA Financial CNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
5,779
+25
| +0.4% | +$1.16K | 0.02% | 360 |
|
|
2025
Q1 | $292K | Sell |
5,754
-1,110
| -16% | -$56.4K | 0.02% | 316 |
|
|
2024
Q4 | $332K | Buy |
6,864
+379
| +6% | +$18.3K | 0.02% | 310 |
|
|
2024
Q3 | $317K | Buy |
6,485
+285
| +5% | +$13.9K | 0.02% | 298 |
|
|
2024
Q2 | $286K | Sell |
6,200
-270
| -4% | -$12.4K | 0.02% | 311 |
|
|
2024
Q1 | $294K | Sell |
6,470
-7,505
| -54% | -$341K | 0.02% | 311 |
|
|
2023
Q4 | $591K | Sell |
13,975
-2,515
| -15% | -$106K | 0.05% | 167 |
|
|
2023
Q3 | $649K | Buy |
+16,490
| New | +$649K | 0.06% | 154 |
|
|
2023
Q2 | – | Sell |
-16,683
| Closed | -$651K | – | 283 |
|
|
2023
Q1 | $651K | Buy |
+16,683
| New | +$651K | 0.06% | 138 |
|