Arkadios Wealth Advisors’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 | $3.15M | Buy |
329,379
+10,396
| +3% | +$99.5K | 0.09% | 229 |
|
2025
Q1 | $3.3M | Buy |
318,983
+26,019
| +9% | +$269K | 0.12% | 191 |
|
2024
Q4 | $3.34M | Buy |
292,964
+6,275
| +2% | +$71.5K | 0.18% | 115 |
|
2024
Q3 | $3.41M | Sell |
286,689
-14,513
| -5% | -$173K | 0.19% | 112 |
|
2024
Q2 | $3.65M | Sell |
301,202
-8,979
| -3% | -$109K | 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% | +$108K | 0.3% | 77 |
|
2023
Q3 | $3.22M | Sell |
304,308
-9,616
| -3% | -$102K | 0.31% | 77 |
|
2023
Q2 | $3.26M | Sell |
313,924
-16,334
| -5% | -$170K | 0.38% | 63 |
|
2023
Q1 | $3.26M | Buy |
330,258
+24,018
| +8% | +$237K | 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% | +$941K | 0.38% | 66 |
|
2022
Q2 | $1.59M | Buy |
+182,842
| New | +$1.59M | 0.24% | 116 |
|