Clifford Swan Investment Counsel’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $214K | Hold |
648
| – | – | 0.01% | 302 |
|
2025
Q1 | $213K | Buy |
+648
| New | +$213K | 0.01% | 299 |
|
2024
Q4 | – | Sell |
-679
| Closed | -$235K | – | 308 |
|
2024
Q3 | $235K | Buy |
679
+9
| +1% | +$3.12K | 0.01% | 292 |
|
2024
Q2 | $221K | Sell |
670
-15
| -2% | -$4.96K | 0.01% | 290 |
|
2024
Q1 | $249K | Hold |
685
| – | – | 0.01% | 282 |
|
2023
Q4 | $205K | Buy |
+685
| New | +$205K | 0.01% | 295 |
|
2023
Q1 | – | Sell |
-1,038
| Closed | -$344K | – | 296 |
|
2022
Q4 | $344K | Buy |
1,038
+68
| +7% | +$22.5K | 0.02% | 242 |
|
2022
Q3 | $269K | Hold |
970
| – | – | 0.01% | 268 |
|
2022
Q2 | $256K | Buy |
970
+122
| +14% | +$32.2K | 0.01% | 283 |
|
2022
Q1 | $203K | Buy |
+848
| New | +$203K | 0.01% | 318 |
|
2021
Q2 | – | Sell |
-848
| Closed | -$205K | – | 326 |
|
2021
Q1 | $205K | Buy |
+848
| New | +$205K | 0.01% | 313 |
|
2019
Q1 | – | Sell |
-1,471
| Closed | -$279K | – | 308 |
|
2018
Q4 | $279K | Buy |
+1,471
| New | +$279K | 0.02% | 251 |
|