AE Wealth Management’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
33,123
+1,044
| +3% | +$9.99K | ﹤0.01% | 1100 |
|
|
2025
Q1 | $332K | Buy |
32,079
+4,759
| +17% | +$49.3K | ﹤0.01% | 1047 |
|
|
2024
Q4 | $311K | Sell |
27,320
-3,915
| -13% | -$44.6K | ﹤0.01% | 1083 |
|
|
2024
Q3 | $372K | Buy |
31,235
+2,213
| +8% | +$26.3K | ﹤0.01% | 964 |
|
|
2024
Q2 | $352K | Buy |
29,022
+4,533
| +19% | +$55K | ﹤0.01% | 981 |
|
|
2024
Q1 | $269K | Sell |
24,489
-257,669
| -91% | -$2.83M | ﹤0.01% | 995 |
|
|
2023
Q4 | $3.18M | Sell |
282,158
-1,527
| -0.5% | -$17.2K | 0.02% | 741 |
|
|
2023
Q3 | $3M | Buy |
283,685
+17,104
| +6% | +$181K | 0.02% | 711 |
|
|
2023
Q2 | $2.77M | Buy |
266,581
+27,364
| +11% | +$284K | 0.02% | 732 |
|
|
2023
Q1 | $2.36M | Buy |
239,217
+36,715
| +18% | +$363K | 0.02% | 741 |
|
|
2022
Q4 | $1.97M | Buy |
202,502
+20,737
| +11% | +$202K | 0.01% | 750 |
|
|
2022
Q3 | $1.55M | Buy |
181,765
+54,719
| +43% | +$465K | 0.01% | 787 |
|
|
2022
Q2 | $1.11M | Buy |
+127,046
| New | +$1.11M | 0.01% | 853 |
|
|
2022
Q1 | – | Sell |
-68,963
| Closed | -$901K | – | 1684 |
|
|
2021
Q4 | $901K | Buy |
+68,963
| New | +$901K | 0.01% | 968 |
|