Creative Planning’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.9M | Buy |
78,426
+2,484
| +3% | +$821K | 0.02% | 284 |
|
2025
Q1 | $25M | Buy |
75,942
+17,296
| +29% | +$5.69M | 0.02% | 277 |
|
2024
Q4 | $16.2M | Sell |
58,646
-1,009
| -2% | -$279K | 0.02% | 335 |
|
2024
Q3 | $20.7M | Buy |
59,655
+3,994
| +7% | +$1.38M | 0.02% | 277 |
|
2024
Q2 | $18.4M | Buy |
55,661
+72
| +0.1% | +$23.8K | 0.02% | 281 |
|
2024
Q1 | $20.2M | Buy |
55,589
+3,604
| +7% | +$1.31M | 0.02% | 262 |
|
2023
Q4 | $15.6M | Buy |
51,985
+1,180
| +2% | +$353K | 0.03% | 296 |
|
2023
Q3 | $14.5M | Buy |
50,805
+7,149
| +16% | +$2.05M | 0.02% | 290 |
|
2023
Q2 | $12.3M | Buy |
43,656
+7,765
| +22% | +$2.18M | 0.02% | 307 |
|
2023
Q1 | $9.17M | Sell |
35,891
-4,115
| -10% | -$1.05M | 0.01% | 358 |
|
2022
Q4 | $13.3M | Buy |
40,006
+2,970
| +8% | +$984K | 0.02% | 272 |
|
2022
Q3 | $10.3M | Buy |
37,036
+3,344
| +10% | +$928K | 0.02% | 298 |
|
2022
Q2 | $8.88M | Buy |
33,692
+1,196
| +4% | +$315K | 0.01% | 338 |
|
2022
Q1 | $7.79M | Sell |
32,496
-1,546
| -5% | -$370K | 0.01% | 361 |
|
2021
Q4 | $7.82M | Buy |
34,042
+244
| +0.7% | +$56K | 0.01% | 330 |
|
2021
Q3 | $6.77M | Buy |
33,798
+1,757
| +5% | +$352K | 0.01% | 341 |
|
2021
Q2 | $7.6M | Sell |
32,041
-2,622
| -8% | -$622K | 0.01% | 313 |
|
2021
Q1 | $8.38M | Sell |
34,663
-326
| -0.9% | -$78.8K | 0.02% | 302 |
|
2020
Q4 | $7.28M | Buy |
34,989
+400
| +1% | +$83.3K | 0.02% | 305 |
|
2020
Q3 | $5.86M | Sell |
34,589
-345
| -1% | -$58.4K | 0.02% | 282 |
|
2020
Q2 | $6.56M | Buy |
34,934
+2,550
| +8% | +$478K | 0.02% | 242 |
|
2020
Q1 | $5.74M | Sell |
32,384
-1,797
| -5% | -$318K | 0.02% | 237 |
|
2019
Q4 | $6.99M | Sell |
34,181
-881
| -3% | -$180K | 0.02% | 246 |
|
2019
Q3 | $5.32M | Sell |
35,062
-2,232
| -6% | -$339K | 0.02% | 272 |
|
2019
Q2 | $5.88M | Sell |
37,294
-899
| -2% | -$142K | 0.02% | 262 |
|
2019
Q1 | $6.14M | Sell |
38,193
-1,283
| -3% | -$206K | 0.02% | 237 |
|
2018
Q4 | $7.5M | Buy |
39,476
+20,557
| +109% | +$3.9M | 0.03% | 187 |
|
2018
Q3 | $3.94M | Sell |
18,919
-713
| -4% | -$148K | 0.01% | 319 |
|
2018
Q2 | $3.34M | Sell |
19,632
-1,404
| -7% | -$239K | 0.01% | 349 |
|
2018
Q1 | $3.53M | Buy |
21,036
+2,786
| +15% | +$467K | 0.01% | 325 |
|
2017
Q4 | $3.71M | Buy |
18,250
+3,447
| +23% | +$700K | 0.02% | 305 |
|
2017
Q3 | $2.77M | Buy |
14,803
+1,534
| +12% | +$287K | 0.01% | 371 |
|
2017
Q2 | $2.22M | Buy |
13,269
+956
| +8% | +$160K | 0.01% | 413 |
|
2017
Q1 | $1.8M | Sell |
12,313
-4,678
| -28% | -$685K | 0.01% | 459 |
|
2016
Q4 | $2.27M | Buy |
16,991
+5,615
| +49% | +$749K | 0.01% | 371 |
|
2016
Q3 | $1.48M | Sell |
11,376
-2,729
| -19% | -$356K | 0.01% | 464 |
|
2016
Q2 | $1.81M | Sell |
14,105
-712
| -5% | -$91.1K | 0.01% | 359 |
|
2016
Q1 | $2.03M | Sell |
14,817
-1,223
| -8% | -$168K | 0.02% | 313 |
|
2015
Q4 | $2.35M | Buy |
16,040
+1,227
| +8% | +$180K | 0.02% | 276 |
|
2015
Q3 | $2M | Sell |
14,813
-10
| -0.1% | -$1.35K | 0.02% | 299 |
|
2015
Q2 | $2.4M | Buy |
14,823
+4,447
| +43% | +$720K | 0.02% | 256 |
|
2015
Q1 | $1.34M | Buy |
10,376
+1,006
| +11% | +$130K | 0.01% | 372 |
|
2014
Q4 | $964K | Sell |
9,370
-1,535
| -14% | -$158K | 0.01% | 461 |
|
2014
Q3 | $989K | Buy |
10,905
+3,453
| +46% | +$313K | 0.01% | 408 |
|
2014
Q2 | $685K | Buy |
7,452
+184
| +3% | +$16.9K | 0.01% | 519 |
|
2014
Q1 | $609K | Buy |
7,268
+480
| +7% | +$40.2K | 0.01% | 538 |
|
2013
Q4 | $594K | Sell |
6,788
-156
| -2% | -$13.7K | 0.01% | 471 |
|
2013
Q3 | $534K | Buy |
6,944
+1,282
| +23% | +$98.6K | 0.01% | 427 |
|
2013
Q2 | $410K | Buy |
+5,662
| New | +$410K | 0.01% | 459 |
|