Beacon Pointe Advisors’s CION Investment CION Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$109K Buy
2025
Q1
Sell
2024
Q4
$231K Sell
2024
Q3
$395K Sell
2024
Q2
$434K Hold
2024
Q1
$394K Hold
2023
Q4
$405K Sell
2023
Q3
$405K Sell
2023
Q2
$441K Buy
2023
Q1
Sell
2022
Q4
$360K Sell
2022
Q3
$575K Buy
2022
Q2
$456K Buy
2022
Q1
$298K Buy
2021
Q4
$171K Buy