WealthPLAN Partners’s Cincinnati Financial CINF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,282	Closed	-$233K	–	325
2023 Q3	$233K	Sell	2,282 -218	-9%	-$22.8K	0.03%	283
2023 Q2	$243K	Hold	2,500	–	–	0.03%	266
2023 Q1	$280K	Sell	2,500 -4,250	-63%	-$483K	0.03%	262
2022 Q4	$849K	Buy	+6,750	New	+$695K	0.06%	186
2022 Q1	$831K	Buy	6,777 +18	+0.3%	+$2.21K	0.06%	189
2021 Q4	$796K	Sell	6,759 -589	-8%	-$69.7K	0.05%	200
2021 Q3	$865K	Sell	7,348 -21,884	-75%	-$2.6M	0.06%	183
2021 Q2	$3.54M	Sell	29,232 -67,624	-70%	-$7.81M	0.25%	82
2021 Q1	$11.3M	Buy	96,856 +5,382	+6%	+$516K	0.87%	36
2020 Q4	$7.99M	Buy	91,474 +10,288	+13%	+$821K	0.68%	51
2020 Q3	$6.74M	Buy	81,186 +7,499	+10%	+$581K	0.66%	56
2020 Q2	$5.86M	Buy	73,687 +9,459	+15%	+$625K	0.61%	53
2020 Q1	$3.24M	Buy	64,228 +4,738	+8%	+$472K	0.42%	64
2019 Q4	$6.77M	Buy	59,490 +4,399	+8%	+$481K	0.8%	39
2019 Q3	$5.97M	Buy	55,091 +3,728	+7%	+$410K	0.82%	39
2019 Q2	$5.69M	Sell	51,363 -8,539	-14%	-$819K	0.86%	35
2019 Q1	$5.78M	Buy	59,902 +2,230	+4%	+$184K	0.9%	30
2018 Q4	$4.93M	Buy	57,672 +8,845	+18%	+$688K	0.79%	35
2018 Q3	$3.9M	Buy	48,827 +2,729	+6%	+$203K	0.71%	38
2018 Q2	$3.08M	Buy	46,098 +12,256	+36%	+$871K	0.63%	47
2018 Q1	$2.51M	Buy	33,842 +10,584	+46%	+$792K	0.55%	48
2017 Q4	$1.74M	Buy	23,258 +4,375	+23%	+$326K	0.47%	57
2017 Q3	$1.45M	Buy	18,883 +3,668	+24%	+$279K	0.41%	58
2017 Q2	$1.1M	Buy	15,215 +15,045	+8,850%	+$1.07M	0.32%	65
2017 Q1	$12K	Buy	+170	New	+$12.3K	0.04%	243
2016 Q3	$134K	Sell	1,809 -1,364	-43%	-$103K	0.04%	201
2016 Q2	$121K	Buy	+3,173	New	+$215K	0.02%	547
2015 Q4	$92.1K	Buy	+4,659	New	+$276K	0.02%	438