Arkadios Wealth Advisors’s CION Investment CION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.29M	Sell	335,418 -7,960	-2%	-$66.9K	0.04%	458
2025 Q4	$3.32M	Buy	343,378 +6,278	+2%	+$60.5K	0.07%	310
2025 Q3	$3.2M	Buy	337,100 +7,721	+2%	+$77.9K	0.08%	274
2025 Q2	$3.15M	Buy	329,379 +10,396	+3%	+$98.8K	0.09%	232
2025 Q1	$3.3M	Buy	318,983 +26,019	+9%	+$302K	0.13%	191
2024 Q4	$3.34M	Buy	292,964 +6,275	+2%	+$73.2K	0.18%	115
2024 Q3	$3.41M	Sell	286,689 -14,513	-5%	-$175K	0.19%	112
2024 Q2	$3.65M	Sell	301,202 -8,979	-3%	-$106K	0.25%	84
2024 Q1	$3.41M	Sell	310,181 -3,696	-1%	-$40.7K	0.26%	87
2023 Q4	$3.55M	Buy	313,877 +9,569	+3%	+$102K	0.3%	77
2023 Q3	$3.22M	Sell	304,308 -9,616	-3%	-$104K	0.31%	77
2023 Q2	$3.26M	Sell	313,924 -16,334	-5%	-$161K	0.38%	63
2023 Q1	$3.26M	Buy	330,258 +24,018	+8%	+$252K	0.39%	66
2022 Q4	$2.99M	Buy	306,240 +12,662	+4%	+$123K	0.4%	67
2022 Q3	$2.5M	Buy	293,578 +110,736	+61%	+$1.04M	0.38%	66
2022 Q2	$1.59M	Buy	+182,842	New	+$1.96M	0.24%	117