Corient Private Wealth’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Sell |
46,836
-1,743
| -4% | -$183K | 0.01% | 767 |
|
|
2025
Q1 | $4.85M | Sell |
48,579
-3,839
| -7% | -$383K | 0.01% | 687 |
|
|
2024
Q4 | $5.73M | Sell |
52,418
-194
| -0.4% | -$21.2K | 0.01% | 662 |
|
|
2024
Q3 | $6.05M | Sell |
52,612
-1,372
| -3% | -$158K | 0.01% | 676 |
|
|
2024
Q2 | $5.39M | Sell |
53,984
-854
| -2% | -$85.2K | 0.01% | 686 |
|
|
2024
Q1 | $6.06M | Sell |
54,838
-1,335
| -2% | -$148K | 0.01% | 664 |
|
|
2023
Q4 | $6.02M | Sell |
56,173
-1,060
| -2% | -$114K | 0.01% | 651 |
|
|
2023
Q3 | $5.64M | Buy |
57,233
+6,809
| +14% | +$671K | 0.01% | 614 |
|
|
2023
Q2 | $5.32M | Sell |
50,424
-2,147
| -4% | -$226K | 0.01% | 616 |
|
|
2023
Q1 | $5.06M | Buy |
52,571
+1,240
| +2% | +$119K | 0.01% | 590 |
|
|
2022
Q4 | $4.42M | Buy |
+51,331
| New | +$4.42M | 0.02% | 527 |
|