WealthPLAN Partners’s Cincinnati Financial CINF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,282
| Closed | -$233K | – | 325 |
|
|
2023
Q3 | $233K | Sell |
2,282
-218
| -9% | -$22.3K | 0.03% | 283 |
|
|
2023
Q2 | $243K | Hold |
2,500
| – | – | 0.03% | 266 |
|
|
2023
Q1 | $280K | Sell |
2,500
-4,250
| -63% | -$476K | 0.03% | 262 |
|
|
2022
Q4 | $849K | Buy |
+6,750
| New | +$849K | 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% | -$69.4K | 0.05% | 200 |
|
|
2021
Q3 | $865K | Sell |
7,348
-21,884
| -75% | -$2.58M | 0.06% | 182 |
|
|
2021
Q2 | $3.55M | Sell |
29,232
-67,624
| -70% | -$8.2M | 0.25% | 82 |
|
|
2021
Q1 | $11.3M | Buy |
96,856
+5,382
| +6% | +$626K | 0.87% | 36 |
|
|
2020
Q4 | $7.99M | Buy |
91,474
+10,288
| +13% | +$899K | 0.68% | 51 |
|
|
2020
Q3 | $6.74M | Buy |
81,186
+7,499
| +10% | +$622K | 0.66% | 56 |
|
|
2020
Q2 | $5.86M | Buy |
73,687
+9,459
| +15% | +$753K | 0.61% | 53 |
|
|
2020
Q1 | $3.24M | Buy |
64,228
+4,738
| +8% | +$239K | 0.42% | 64 |
|
|
2019
Q4 | $6.77M | Buy |
59,490
+4,399
| +8% | +$500K | 0.8% | 39 |
|
|
2019
Q3 | $5.97M | Buy |
55,091
+3,728
| +7% | +$404K | 0.82% | 39 |
|
|
2019
Q2 | $5.69M | Sell |
51,363
-8,539
| -14% | -$945K | 0.86% | 35 |
|
|
2019
Q1 | $5.78M | Buy |
59,902
+2,230
| +4% | +$215K | 0.9% | 30 |
|
|
2018
Q4 | $4.93M | Buy |
57,672
+8,845
| +18% | +$756K | 0.79% | 35 |
|
|
2018
Q3 | $3.9M | Buy |
48,827
+2,729
| +6% | +$218K | 0.71% | 38 |
|
|
2018
Q2 | $3.08M | Buy |
46,098
+12,256
| +36% | +$819K | 0.63% | 47 |
|
|
2018
Q1 | $2.51M | Buy |
33,842
+10,584
| +46% | +$786K | 0.55% | 48 |
|
|
2017
Q4 | $1.74M | Buy |
23,258
+4,375
| +23% | +$328K | 0.47% | 57 |
|
|
2017
Q3 | $1.45M | Buy |
18,883
+3,668
| +24% | +$281K | 0.41% | 58 |
|
|
2017
Q2 | $1.1M | Buy |
15,215
+15,045
| +8,850% | +$1.09M | 0.32% | 65 |
|
|
2017
Q1 | $12K | Buy |
+170
| New | +$12K | 0.04% | 243 |
|
|
2016
Q3 | $134K | Sell |
1,809
-1,364
| -43% | -$101K | 0.04% | 201 |
|
|
2016
Q2 | $121K | Buy |
+3,173
| New | +$121K | 0.02% | 547 |
|
|
2015
Q4 | $92.1K | Buy |
+4,659
| New | +$92.1K | 0.02% | 438 |
|