Avantax Advisory Services’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 | $342K | Buy |
35,751
+9,604
| +37% | +$91.9K | ﹤0.01% | 1818 |
|
|
2025
Q1 | $271K | Buy |
+26,147
| New | +$271K | ﹤0.01% | 1905 |
|
|
2023
Q3 | – | Sell |
-10,198
| Closed | -$106K | – | 1560 |
|
|
2023
Q2 | $106K | Sell |
10,198
-15,542
| -60% | -$161K | ﹤0.01% | 1446 |
|
|
2023
Q1 | $254K | Buy |
25,740
+10,631
| +70% | +$105K | ﹤0.01% | 1246 |
|
|
2022
Q4 | $147K | Sell |
15,109
-1,992
| -12% | -$19.4K | ﹤0.01% | 1342 |
|
|
2022
Q3 | $145K | Buy |
+17,101
| New | +$145K | ﹤0.01% | 1246 |
|