Charter Oak Capital Management’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
936
-2
| -0.2% | -$661 | 0.03% | 160 |
|
|
2025
Q1 | $309K | Buy |
938
+7
| +0.8% | +$2.3K | 0.03% | 147 |
|
|
2024
Q4 | $257K | Buy |
931
+55
| +6% | +$15.2K | 0.02% | 161 |
|
|
2024
Q3 | $303K | Sell |
876
-134
| -13% | -$46.4K | 0.03% | 147 |
|
|
2024
Q2 | $334K | Hold |
1,010
| – | – | 0.03% | 133 |
|
|
2024
Q1 | $367K | Buy |
1,010
+229
| +29% | +$83.2K | 0.04% | 130 |
|
|
2023
Q4 | $234K | Hold |
781
| – | – | 0.03% | 161 |
|
|
2023
Q3 | $223K | Buy |
781
+14
| +2% | +$4.01K | 0.03% | 165 |
|
|
2023
Q2 | $215K | Sell |
767
-22
| -3% | -$6.17K | 0.03% | 168 |
|
|
2023
Q1 | $202K | Buy |
+789
| New | +$202K | 0.03% | 172 |
|
|
2022
Q2 | – | Sell |
-845
| Closed | -$202K | – | 929 |
|
|
2022
Q1 | $202K | Hold |
845
| – | – | 0.02% | 183 |
|
|
2021
Q4 | $194K | Hold |
845
| – | – | 0.02% | 184 |
|
|
2021
Q3 | $169K | Hold |
845
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $200K | Buy |
845
+23
| +3% | +$5.44K | 0.03% | 170 |
|
|
2021
Q1 | $199K | Hold |
822
| – | – | 0.03% | 168 |
|
|
2020
Q4 | $171K | Buy |
+822
| New | +$171K | 0.03% | 172 |
|