Caldwell Trust’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
1,708
-158
|
|
||||
|
2025
Q1 | $614K | Buy |
1,866
+40
|
|
||||
|
2024
Q4 | $504K | Hold |
1,826
|
|
||||
|
2024
Q3 | $633K | Hold |
1,826
|
|
||||
|
2024
Q2 | $604K | Sell |
1,826
-10
|
|
||||
|
2024
Q1 | $667K | Buy |
1,836
+118
|
|
||||
|
2023
Q4 | $514K | Hold |
1,718
|
|
||||
|
2023
Q3 | $491K | Sell |
1,718
-100
|
|
||||
|
2023
Q2 | $510K | Hold |
1,818
|
|
||||
|
2023
Q1 | $465K | Hold |
1,818
|
|
||||
|
2022
Q4 | $602K | Hold |
1,818
|
|
||||
|
2022
Q3 | $504K | Hold |
1,818
|
|
||||
|
2022
Q2 | $479K | Sell |
1,818
-34
|
|
||||
|
2022
Q1 | $444K | Hold |
1,852
|
|
||||
|
2021
Q4 | $425K | Sell |
1,852
-95
|
|
||||
|
2021
Q3 | $390K | Buy |
1,947
+192
|
|
||||
|
2021
Q2 | $416K | Buy |
1,755
+3
|
|
||||
|
2021
Q1 | $424K | Sell |
1,752
-24
|
|
||||
|
2020
Q4 | $370K | Hold |
1,776
|
|
||||
|
2020
Q3 | $301K | Sell |
1,776
-270
|
|
||||
|
2020
Q2 | $384K | Hold |
2,046
|
|
||||
|
2020
Q1 | $363K | Buy |
2,046
+5
|
|
||||
|
2019
Q4 | $417K | Buy |
+2,041
|
|