Concurrent Investment Advisors’s Cigna CI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
5,068
+81
+2% +$26.8K 0.03% 469
2025
Q1
$1.64M Buy
4,987
+1,125
+29% +$370K 0.04% 409
2024
Q4
$1.07M Sell
3,862
-202
-5% -$55.8K 0.03% 469
2024
Q3
$1.41M Buy
4,064
+51
+1% +$17.7K 0.04% 387
2024
Q2
$1.33M Sell
4,013
-1,772
-31% -$586K 0.04% 367
2024
Q1
$2.1M Sell
5,785
-11
-0.2% -$4K 0.08% 237
2023
Q4
$1.74M Buy
+5,796
New +$1.74M 0.08% 253