Atria Wealth Solutions’s CION Investment CION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,755
| Closed | -$308K | – | 1523 |
|
|
2025
Q1 | $308K | Sell |
29,755
-43,800
| -60% | -$453K | ﹤0.01% | 1437 |
|
|
2024
Q4 | $839K | Buy |
73,555
+3,243
| +5% | +$37K | 0.01% | 993 |
|
|
2024
Q3 | $837K | Buy |
70,312
+304
| +0.4% | +$3.62K | 0.01% | 983 |
|
|
2024
Q2 | $848K | Sell |
70,008
-11,739
| -14% | -$142K | 0.01% | 955 |
|
|
2024
Q1 | $899K | Sell |
81,747
-670
| -0.8% | -$7.37K | 0.01% | 955 |
|
|
2023
Q4 | $932K | Sell |
82,417
-6,555
| -7% | -$74.1K | 0.01% | 885 |
|
|
2023
Q3 | $940K | Buy |
88,972
+614
| +0.7% | +$6.49K | 0.01% | 839 |
|
|
2023
Q2 | $917K | Buy |
88,358
+5,225
| +6% | +$54.2K | 0.01% | 871 |
|
|
2023
Q1 | $821K | Sell |
83,133
-1,235
| -1% | -$12.2K | 0.01% | 881 |
|
|
2022
Q4 | $824K | Buy |
84,368
+2,217
| +3% | +$21.6K | 0.01% | 844 |
|
|
2022
Q3 | $699K | Buy |
82,151
+68,446
| +499% | +$582K | 0.01% | 857 |
|
|
2022
Q2 | $119K | Buy |
+13,705
| New | +$119K | ﹤0.01% | 1482 |
|