Brendel Financial Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
912
-3
| -0.3% | -$990 | 0.17% | 79 |
|
|
2025
Q1 | $301K | Sell |
915
-25
| -3% | -$8.22K | 0.18% | 75 |
|
|
2024
Q4 | $260K | Sell |
940
-99
| -10% | -$27.4K | 0.16% | 76 |
|
|
2024
Q3 | $360K | Sell |
1,039
-5,444
| -84% | -$1.89M | 0.2% | 75 |
|
|
2024
Q2 | $2.14M | Buy |
+6,483
| New | +$2.14M | 1.36% | 33 |
|
|
2024
Q1 | – | Sell |
-912
| Closed | -$273K | – | 65 |
|
|
2023
Q4 | $273K | Buy |
+912
| New | +$273K | 0.18% | 76 |
|
|
2023
Q2 | – | Sell |
-1,065
| Closed | -$272K | – | 58 |
|
|
2023
Q1 | $272K | Buy |
+1,065
| New | +$272K | 0.2% | 71 |
|
|
2022
Q3 | – | Sell |
-912
| Closed | -$240K | – | 52 |
|
|
2022
Q2 | $240K | Hold |
912
| – | – | 0.21% | 81 |
|
|
2022
Q1 | $219K | Hold |
912
| – | – | 0.12% | 107 |
|
|
2021
Q4 | $209K | Buy |
+912
| New | +$209K | 0.11% | 105 |
|
|
2021
Q3 | – | Sell |
-912
| Closed | -$216K | – | 101 |
|
|
2021
Q2 | $216K | Hold |
912
| – | – | 0.12% | 105 |
|
|
2021
Q1 | $220K | Buy |
+912
| New | +$220K | 0.15% | 81 |
|