Avantax Planning Partners’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
1,045
| – | – | 0.01% | 326 |
|
|
2025
Q1 | $344K | Buy |
1,045
+42
| +4% | +$13.8K | 0.01% | 313 |
|
|
2024
Q4 | $277K | Buy |
1,003
+5
| +0.5% | +$1.38K | 0.01% | 345 |
|
|
2024
Q3 | $346K | Sell |
998
-54
| -5% | -$18.7K | 0.01% | 309 |
|
|
2024
Q2 | $348K | Buy |
1,052
+14
| +1% | +$4.63K | 0.01% | 336 |
|
|
2024
Q1 | $377K | Buy |
+1,038
| New | +$377K | 0.01% | 332 |
|
|
2019
Q1 | – | Sell |
-39
| Closed | -$7K | – | 295 |
|
|
2018
Q4 | $7K | Sell |
39
-43
| -52% | -$7.72K | ﹤0.01% | 272 |
|
|
2018
Q3 | $17K | Buy |
+82
| New | +$17K | ﹤0.01% | 739 |
|
|
2018
Q2 | – | Sell |
-162
| Closed | -$27K | – | 447 |
|
|
2018
Q1 | $27K | Buy |
+162
| New | +$27K | ﹤0.01% | 671 |
|