Capital Planning 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 | $267K | Sell |
809
-39
| -5% | -$12.9K | 0.04% | 124 |
|
|
2025
Q1 | $279K | Buy |
848
+47
| +6% | +$15.5K | 0.04% | 125 |
|
|
2024
Q4 | $221K | Sell |
801
-2,502
| -76% | -$691K | 0.03% | 132 |
|
|
2024
Q3 | $1.14M | Hold |
3,303
| – | – | 0.17% | 71 |
|
|
2024
Q2 | $1.09M | Sell |
3,303
-50
| -1% | -$16.5K | 0.19% | 70 |
|
|
2024
Q1 | $1.22M | Hold |
3,353
| – | – | 0.21% | 69 |
|
|
2023
Q4 | $1M | Sell |
3,353
-16
| -0.5% | -$4.79K | 0.19% | 73 |
|
|
2023
Q3 | $964K | Buy |
3,369
+4
| +0.1% | +$1.14K | 0.2% | 66 |
|
|
2023
Q2 | $944K | Sell |
3,365
-90
| -3% | -$25.3K | 0.19% | 71 |
|
|
2023
Q1 | $883K | Sell |
3,455
-32
| -0.9% | -$8.18K | 0.19% | 69 |
|
|
2022
Q4 | $1.16M | Hold |
3,487
| – | – | 0.27% | 63 |
|
|
2022
Q3 | $968K | Buy |
3,487
+8
| +0.2% | +$2.22K | 0.26% | 62 |
|
|
2022
Q2 | $917K | Buy |
3,479
+76
| +2% | +$20K | 0.24% | 65 |
|
|
2022
Q1 | $815K | Hold |
3,403
| – | – | 0.17% | 88 |
|
|
2021
Q4 | $781K | Hold |
3,403
| – | – | 0.15% | 91 |
|
|
2021
Q3 | $681K | Hold |
3,403
| – | – | 0.14% | 93 |
|
|
2021
Q2 | $807K | Buy |
3,403
+903
| +36% | +$214K | 0.17% | 90 |
|
|
2021
Q1 | $604K | Hold |
2,500
| – | – | 0.14% | 94 |
|
|
2020
Q4 | $520K | Hold |
2,500
| – | – | 0.13% | 98 |
|
|
2020
Q3 | $424K | Sell |
2,500
-12
| -0.5% | -$2.04K | 0.12% | 97 |
|
|
2020
Q2 | $471K | Buy |
2,512
+12
| +0.5% | +$2.25K | 0.14% | 93 |
|
|
2020
Q1 | $443K | Hold |
2,500
| – | – | 0.17% | 88 |
|
|
2019
Q4 | $511K | Hold |
2,500
| – | – | 0.13% | 92 |
|
|
2019
Q3 | $379K | Hold |
2,500
| – | – | 0.11% | 98 |
|
|
2019
Q2 | $394K | Sell |
2,500
-38
| -1% | -$5.99K | 0.12% | 96 |
|
|
2019
Q1 | $408K | Buy |
2,538
+38
| +2% | +$6.11K | 0.12% | 97 |
|
|
2018
Q4 | $475K | Hold |
2,500
| – | – | 0.17% | 83 |
|
|
2018
Q3 | $521K | Hold |
2,500
| – | – | 0.17% | 91 |
|
|
2018
Q2 | $425K | Hold |
2,500
| – | – | 0.19% | 88 |
|
|
2018
Q1 | $419K | Hold |
2,500
| – | – | 0.15% | 99 |
|
|
2017
Q4 | $508K | Buy |
+2,500
| New | +$508K | 0.18% | 95 |
|