Arete Wealth Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $941K | Buy |
+2,848
| New | +$941K | 0.07% | 265 |
|
2024
Q4 | – | Sell |
-647
| Closed | -$224K | – | 753 |
|
2024
Q3 | $224K | Sell |
647
-108
| -14% | -$37.4K | 0.02% | 618 |
|
2024
Q2 | $250K | Buy |
+755
| New | +$250K | 0.02% | 580 |
|
2024
Q1 | – | Sell |
-915
| Closed | -$274K | – | 437 |
|
2023
Q4 | $274K | Sell |
915
-33
| -3% | -$9.88K | 0.02% | 580 |
|
2023
Q3 | $271K | Buy |
948
+48
| +5% | +$13.7K | 0.05% | 365 |
|
2023
Q2 | $252K | Sell |
900
-143
| -14% | -$40K | 0.02% | 538 |
|
2023
Q1 | $266K | Buy |
1,043
+209
| +25% | +$53.3K | 0.02% | 505 |
|
2022
Q4 | $276M | Sell |
834
-20
| -2% | -$6.62M | 0.02% | 476 |
|
2022
Q3 | $237K | Buy |
854
+61
| +8% | +$16.9K | 0.02% | 476 |
|
2022
Q2 | $209K | Sell |
793
-613
| -44% | -$162K | 0.02% | 421 |
|
2022
Q1 | $337K | Sell |
1,406
-23
| -2% | -$5.51K | 0.03% | 356 |
|
2021
Q4 | $333K | Buy |
1,429
+1
| +0.1% | +$233 | 0.03% | 368 |
|
2021
Q3 | $288K | Sell |
1,428
-2
| -0.1% | -$403 | 0.03% | 335 |
|
2021
Q2 | $220K | Sell |
1,430
-33
| -2% | -$5.08K | 0.03% | 318 |
|
2021
Q1 | $354K | Buy |
1,463
+5
| +0.3% | +$1.21K | 0.05% | 295 |
|
2020
Q4 | $298K | Buy |
1,458
+68
| +5% | +$13.9K | 0.04% | 312 |
|
2020
Q3 | $234K | Sell |
1,390
-42
| -3% | -$7.07K | 0.04% | 328 |
|
2020
Q2 | $269K | Buy |
1,432
+243
| +20% | +$45.6K | 0.05% | 308 |
|
2020
Q1 | $206K | Sell |
1,189
-39
| -3% | -$6.76K | 0.04% | 302 |
|
2019
Q4 | $251K | Buy |
+1,228
| New | +$251K | 0.04% | 329 |
|
2019
Q1 | – | Sell |
-1,318
| Closed | -$250K | – | 389 |
|
2018
Q4 | $250K | Buy |
+1,318
| New | +$250K | 0.06% | 299 |
|