Beacon Financial Group’s Cigna CI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$558K Sell
1,687
-56
-3% -$18.5K 0.06% 217
2025
Q1
$574K Sell
1,743
-453
-21% -$149K 0.06% 201
2024
Q4
$606K Sell
2,196
-152
-6% -$42K 0.07% 195
2024
Q3
$813K Buy
2,348
+42
+2% +$14.5K 0.09% 174
2024
Q2
$762K Sell
2,306
-90
-4% -$29.8K 0.09% 180
2024
Q1
$870K Sell
2,396
-191
-7% -$69.4K 0.1% 168
2023
Q4
$775K Sell
2,587
-49
-2% -$14.7K 0.09% 167
2023
Q3
$728K Sell
2,636
-39
-1% -$10.8K 0.1% 153
2023
Q2
$742K Buy
+2,675
New +$742K 0.1% 152
2023
Q1
Sell
-3,746
Closed -$1.24M 219
2022
Q4
$1.24M Sell
3,746
-167
-4% -$55.1K 0.17% 121
2022
Q3
$1.1M Sell
3,913
-22
-0.6% -$6.17K 0.17% 124
2022
Q2
$1.02M Sell
3,935
-109
-3% -$28.2K 0.15% 139
2022
Q1
$979K Sell
4,044
-46
-1% -$11.1K 0.13% 149
2021
Q4
$958K Buy
4,090
+266
+7% +$62.3K 0.12% 148
2021
Q3
$780K Buy
3,824
+213
+6% +$43.4K 0.1% 153
2021
Q2
$838K Sell
3,611
-212
-6% -$49.2K 0.12% 147
2021
Q1
$855K Hold
3,823
0.13% 138
2020
Q4
$855K Buy
3,823
+99
+3% +$22.1K 0.13% 139
2020
Q3
$631K Buy
3,724
+728
+24% +$123K 0.11% 139
2020
Q2
$562K Buy
2,996
+122
+4% +$22.9K 0.11% 140
2020
Q1
$512K Sell
2,874
-167
-5% -$29.8K 0.11% 132
2019
Q4
$622K Buy
3,041
+112
+4% +$22.9K 0.08% 144
2019
Q3
$438K Buy
2,929
+83
+3% +$12.4K 0.07% 148
2019
Q2
$448K Buy
2,846
+113
+4% +$17.8K 0.08% 148
2019
Q1
$440 Sell
2,733
-494
-15% -$80 0.07% 139
2018
Q4
$615K Buy
+3,227
New +$615K 0.12% 123