Capstone 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 | $1.38M | Buy |
4,183
+1
| +0% | +$331 | 0.08% | 55 |
|
2025
Q1 | $1.38M | Hold |
4,182
| – | – | 0.09% | 51 |
|
2024
Q4 | $1.15M | Buy |
4,182
+1
| +0% | +$276 | 0.07% | 58 |
|
2024
Q3 | $1.45M | Buy |
4,181
+4
| +0.1% | +$1.39K | 0.09% | 47 |
|
2024
Q2 | $1.38M | Buy |
4,177
+10
| +0.2% | +$3.31K | 0.09% | 43 |
|
2024
Q1 | $1.51M | Buy |
4,167
+25
| +0.6% | +$9.08K | 0.1% | 41 |
|
2023
Q4 | $1.24M | Buy |
4,142
+1
| +0% | +$299 | 0.09% | 45 |
|
2023
Q3 | $1.18M | Sell |
4,141
-468
| -10% | -$134K | 0.09% | 45 |
|
2023
Q2 | $1.29M | Buy |
4,609
+62
| +1% | +$17.4K | 0.1% | 45 |
|
2023
Q1 | $1.16M | Buy |
4,547
+3
| +0.1% | +$767 | 0.09% | 46 |
|
2022
Q4 | $1.51M | Sell |
4,544
-234
| -5% | -$77.5K | 0.13% | 41 |
|
2022
Q3 | $1.33M | Buy |
4,778
+3
| +0.1% | +$833 | 0.12% | 41 |
|
2022
Q2 | $1.26M | Buy |
4,775
+4
| +0.1% | +$1.05K | 0.11% | 44 |
|
2022
Q1 | $1.14M | Sell |
4,771
-303
| -6% | -$72.6K | 0.08% | 47 |
|
2021
Q4 | $1.17M | Hold |
5,074
| – | – | 0.08% | 47 |
|
2021
Q3 | $1.02M | Hold |
5,074
| – | – | 0.08% | 42 |
|
2021
Q2 | $1.2M | Buy |
5,074
+2,795
| +123% | +$663K | 0.1% | 36 |
|
2021
Q1 | $551K | Sell |
2,279
-350
| -13% | -$84.6K | 0.05% | 52 |
|
2020
Q4 | $547K | Sell |
2,629
-61
| -2% | -$12.7K | 0.05% | 48 |
|
2020
Q3 | $456K | Buy |
2,690
+1,000
| +59% | +$170K | 0.05% | 49 |
|
2020
Q2 | $317K | Hold |
1,690
| – | – | 0.04% | 60 |
|
2020
Q1 | $299K | Sell |
1,690
-377
| -18% | -$66.7K | 0.04% | 54 |
|
2019
Q4 | $423K | Hold |
2,067
| – | – | 0.06% | 49 |
|
2019
Q3 | $314K | Buy |
+2,067
| New | +$314K | 0.05% | 58 |
|