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