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