Delta Financial Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.08M | Sell |
3,258
-69
| -2% | -$22.8K | 0.38% | 68 |
|
2025
Q1 | $1.09M | Sell |
3,327
-41
| -1% | -$13.5K | 0.41% | 68 |
|
2024
Q4 | $930K | Sell |
3,368
-299
| -8% | -$82.6K | 0.35% | 72 |
|
2024
Q3 | $1.27M | Buy |
3,667
+51
| +1% | +$17.7K | 0.46% | 65 |
|
2024
Q2 | $1.2M | Buy |
3,616
+1
| +0% | +$331 | 0.46% | 65 |
|
2024
Q1 | $1.31M | Buy |
3,615
+251
| +7% | +$91.2K | 0.52% | 63 |
|
2023
Q4 | $1.01M | Sell |
3,364
-36
| -1% | -$10.8K | 0.44% | 69 |
|
2023
Q3 | $973K | Sell |
3,400
-72
| -2% | -$20.6K | 0.44% | 71 |
|
2023
Q2 | $974K | Sell |
3,472
-164
| -5% | -$46K | 0.43% | 70 |
|
2023
Q1 | $929K | Buy |
3,636
+1
| +0% | +$256 | 0.45% | 70 |
|
2022
Q4 | $1.2M | Buy |
3,635
+1
| +0% | +$331 | 0.58% | 59 |
|
2022
Q3 | $1.01M | Buy |
3,634
+1
| +0% | +$277 | 0.54% | 62 |
|
2022
Q2 | $957K | Buy |
3,633
+1
| +0% | +$263 | 0.48% | 69 |
|
2022
Q1 | $870K | Sell |
3,632
-882
| -20% | -$211K | 0.37% | 79 |
|
2021
Q4 | $1.04M | Buy |
4,514
+1
| +0% | +$230 | 0.42% | 71 |
|
2021
Q3 | $903K | Buy |
4,513
+3
| +0.1% | +$600 | 0.4% | 75 |
|
2021
Q2 | $1.07M | Buy |
4,510
+23
| +0.5% | +$5.45K | 0.47% | 71 |
|
2021
Q1 | $1.09M | Sell |
4,487
-17
| -0.4% | -$4.11K | 0.51% | 68 |
|
2020
Q4 | $938K | Hold |
4,504
| – | – | 0.47% | 69 |
|
2020
Q3 | $763K | Sell |
4,504
-908
| -17% | -$154K | 0.42% | 76 |
|
2020
Q2 | $1.02M | Sell |
5,412
-269
| -5% | -$50.5K | 0.6% | 60 |
|
2020
Q1 | $1.01M | Sell |
5,681
-1,499
| -21% | -$266K | 0.69% | 56 |
|
2019
Q4 | $1.47M | Sell |
7,180
-476
| -6% | -$97.3K | 0.57% | 63 |
|
2019
Q3 | $1.16M | Buy |
7,656
+216
| +3% | +$32.8K | 0.47% | 68 |
|
2019
Q2 | $1.17M | Buy |
+7,440
| New | +$1.17M | 0.48% | 68 |
|