Cerity Partners’s CEMIG Preferred Shares CIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $128K | Sell |
65,070
-33,729
| -34% | -$66.2K | ﹤0.01% | 2441 |
|
2025
Q1 | $174K | Buy |
98,799
+6,124
| +7% | +$10.8K | ﹤0.01% | 2242 |
|
2024
Q4 | $168K | Sell |
92,675
-40,474
| -30% | -$73.2K | ﹤0.01% | 2269 |
|
2024
Q3 | $274K | Buy |
133,149
+83,335
| +167% | +$172K | ﹤0.01% | 2119 |
|
2024
Q2 | $87.7K | Sell |
49,814
-8,240
| -14% | -$14.5K | ﹤0.01% | 2122 |
|
2024
Q1 | $110K | Sell |
58,054
-11,902
| -17% | -$22.6K | ﹤0.01% | 2199 |
|
2023
Q4 | $125K | Sell |
69,956
-18,330
| -21% | -$32.7K | ﹤0.01% | 1764 |
|
2023
Q3 | $164K | Sell |
88,286
-267
| -0.3% | -$497 | ﹤0.01% | 1296 |
|
2023
Q2 | $179K | Buy |
88,553
+35,601
| +67% | +$72K | ﹤0.01% | 1502 |
|
2023
Q1 | $91.2K | Buy |
52,952
+2,243
| +4% | +$3.87K | ﹤0.01% | 1776 |
|
2022
Q4 | $79.2K | Buy |
50,709
+119
| +0.2% | +$186 | ﹤0.01% | 1422 |
|
2022
Q3 | $79K | Buy |
50,590
+12,961
| +34% | +$20.2K | ﹤0.01% | 1124 |
|
2022
Q2 | $59K | Buy |
+37,629
| New | +$59K | ﹤0.01% | 1148 |
|
2022
Q1 | – | Sell |
-28,776
| Closed | -$42K | – | 969 |
|
2021
Q4 | $42K | Buy |
+28,776
| New | +$42K | ﹤0.01% | 1004 |
|