Whittier Trust’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 | $93K | Hold |
2,000
| – | – | ﹤0.01% | 818 |
|
|
2025
Q1 | $102K | Hold |
2,000
| – | – | ﹤0.01% | 777 |
|
|
2024
Q4 | $96.7K | Hold |
2,000
| – | – | ﹤0.01% | 799 |
|
|
2024
Q3 | $97.9K | Hold |
2,000
| – | – | ﹤0.01% | 799 |
|
|
2024
Q2 | $92.1K | Buy |
+2,000
| New | +$92.1K | ﹤0.01% | 787 |
|
|
2022
Q4 | – | Sell |
-119
| Closed | -$4K | – | 1639 |
|
|
2022
Q3 | $4K | Hold |
119
| – | – | ﹤0.01% | 1471 |
|
|
2022
Q2 | $5K | Hold |
119
| – | – | ﹤0.01% | 1432 |
|
|
2022
Q1 | $6K | Buy |
+119
| New | +$6K | ﹤0.01% | 1415 |
|
|
2020
Q4 | – | Sell |
-1,550
| Closed | -$46K | – | 1400 |
|
|
2020
Q3 | $46K | Hold |
1,550
| – | – | ﹤0.01% | 848 |
|
|
2020
Q2 | $50K | Hold |
1,550
| – | – | ﹤0.01% | 799 |
|
|
2020
Q1 | $48K | Hold |
1,550
| – | – | ﹤0.01% | 818 |
|
|
2019
Q4 | $69K | Sell |
1,550
-30
| -2% | -$1.34K | ﹤0.01% | 773 |
|
|
2019
Q3 | $78K | Buy |
+1,580
| New | +$78K | ﹤0.01% | 742 |
|