Clearstead Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.82M | Sell |
6,826
-2,225
| -25% | -$616K | 0.02% | 385 |
|
|
2025
Q4 | $2.49M | Buy |
9,051
+2,209
| +32% | +$619K | 0.03% | 295 |
|
|
2025
Q3 | $1.97M | Sell |
6,842
-453
| -6% | -$134K | 0.03% | 328 |
|
|
2025
Q2 | $2.41M | Buy |
7,295
+1,700
| +30% | +$548K | 0.03% | 285 |
|
|
2025
Q1 | $1.84M | Buy |
5,595
+376
| +7% | +$113K | 0.03% | 313 |
|
|
2024
Q4 | $1.44M | Sell |
5,219
-103
| -2% | -$32.8K | 0.02% | 346 |
|
|
2024
Q3 | $1.84M | Sell |
5,322
-928
| -15% | -$319K | 0.03% | 310 |
|
|
2024
Q2 | $2.07M | Buy |
6,250
+4,397
| +237% | +$1.52M | 0.04% | 276 |
|
|
2024
Q1 | $647K | Buy |
1,853
+12
| +0.7% | +$3.95K | 0.03% | 282 |
|
|
2023
Q4 | $551K | Sell |
1,841
-1,041
| -36% | -$304K | 0.03% | 300 |
|
|
2023
Q3 | $824K | Buy |
2,882
+1,441
| +100% | +$411K | 0.02% | 331 |
|
|
2023
Q2 | $404K | Buy |
1,441
+186
| +15% | +$48.4K | 0.02% | 322 |
|
|
2023
Q1 | $321K | Buy |
1,255
+56
| +5% | +$16.3K | 0.02% | 329 |
|
|
2022
Q4 | $397K | Sell |
1,199
-33
| -3% | -$10.4K | 0.03% | 284 |
|
|
2022
Q3 | $342K | Buy |
1,232
+71
| +6% | +$20K | 0.03% | 285 |
|
|
2022
Q2 | $306K | Hold |
1,161
| – | – | 0.02% | 315 |
|
|
2022
Q1 | $278K | Buy |
1,161
+1
| +0.1% | +$234 | 0.02% | 362 |
|
|
2021
Q4 | $266K | Buy |
1,160
+306
| +36% | +$65K | 0.02% | 345 |
|
|
2021
Q3 | $171K | Sell |
854
-32
| -4% | -$6.96K | 0.01% | 394 |
|
|
2021
Q2 | $210K | Buy |
886
+34
| +4% | +$8.49K | 0.02% | 339 |
|
|
2021
Q1 | $206K | Buy |
852
+142
| +20% | +$31.7K | 0.02% | 331 |
|
|
2020
Q4 | $148K | Hold |
710
| – | – | 0.01% | 356 |
|
|
2020
Q3 | $120K | Hold |
710
| – | – | 0.01% | 346 |
|
|
2020
Q2 | $133K | Sell |
710
-14
| -2% | -$2.66K | 0.02% | 316 |
|
|
2020
Q1 | $128K | Buy |
+724
| New | +$140K | 0.02% | 298 |
|
|
2019
Q3 | – | Sell |
-1,305
| Closed | -$206K | – | 270 |
|
|
2019
Q2 | $206K | Sell |
1,305
-57
| -4% | -$8.93K | 0.03% | 264 |
|
|
2019
Q1 | $219K | Buy |
1,362
+4
| +0.3% | +$731 | 0.03% | 247 |
|
|
2018
Q4 | $258K | Buy |
+1,358
| New | +$283K | 0.04% | 215 |
|
|
2017
Q4 | – | Sell |
-1,111
| Closed | -$208K | – | 230 |
|
|
2017
Q3 | $208K | Buy |
+1,111
| New | +$198K | 0.03% | 236 |
|
|
2017
Q2 | – | Sell |
-1,787
| Closed | -$262K | – | 235 |
|
|
2017
Q1 | $262K | Buy |
+1,787
| New | +$263K | 0.04% | 194 |
|
Other funds holding CI
VCM
VPM
