DBIA
Dumont & Blake Investment Advisors’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
6,068
+1,054
| +21% | +$348K | 0.52% | 51 |
|
|
2025
Q1 | $1.65M | Hold |
5,014
| – | – | 0.46% | 61 |
|
|
2024
Q4 | $1.38M | Sell |
5,014
-47
| -0.9% | -$13K | 0.37% | 69 |
|
|
2024
Q3 | $1.75M | Sell |
5,061
-5,092
| -50% | -$1.76M | 0.47% | 58 |
|
|
2024
Q2 | $3.36M | Buy |
10,153
+5,090
| +101% | +$1.68M | 0.48% | 53 |
|
|
2024
Q1 | $1.84M | Buy |
5,063
+17
| +0.3% | +$6.17K | 0.53% | 49 |
|
|
2023
Q4 | $1.51M | Sell |
5,046
-101
| -2% | -$30.2K | 0.47% | 52 |
|
|
2023
Q3 | $1.47M | Sell |
5,147
-44
| -0.8% | -$12.6K | 0.5% | 53 |
|
|
2023
Q2 | $1.46M | Sell |
5,191
-6
| -0.1% | -$1.68K | 0.47% | 58 |
|
|
2023
Q1 | $1.33M | Sell |
5,197
-20
| -0.4% | -$5.11K | 0.45% | 65 |
|
|
2022
Q4 | $1.73M | Sell |
5,217
-5
| -0.1% | -$1.66K | 0.61% | 46 |
|
|
2022
Q3 | $1.45M | Sell |
5,222
-337
| -6% | -$93.5K | 0.54% | 51 |
|
|
2022
Q2 | $1.47M | Buy |
5,559
+12
| +0.2% | +$3.16K | 0.48% | 60 |
|
|
2022
Q1 | $1.33M | Buy |
5,547
+9
| +0.2% | +$2.16K | 0.36% | 76 |
|
|
2021
Q4 | $1.27M | Sell |
5,538
-4
| -0.1% | -$919 | 0.33% | 86 |
|
|
2021
Q3 | $1.11M | Buy |
5,542
+63
| +1% | +$12.6K | 0.32% | 88 |
|
|
2021
Q2 | $1.3M | Buy |
5,479
+19
| +0.3% | +$4.51K | 0.37% | 82 |
|
|
2021
Q1 | $1.32M | Buy |
5,460
+76
| +1% | +$18.4K | 0.41% | 75 |
|
|
2020
Q4 | $1.12M | Sell |
5,384
-77
| -1% | -$16K | 0.38% | 80 |
|
|
2020
Q3 | $925K | Buy |
5,461
+1,975
| +57% | +$335K | 0.35% | 81 |
|
|
2020
Q2 | $654K | Buy |
3,486
+24
| +0.7% | +$4.5K | 0.27% | 100 |
|
|
2020
Q1 | $613K | Buy |
3,462
+1,708
| +97% | +$302K | 0.31% | 88 |
|
|
2019
Q4 | $359K | Buy |
1,754
+28
| +2% | +$5.73K | 0.14% | 135 |
|
|
2019
Q3 | $262K | Buy |
1,726
+78
| +5% | +$11.8K | 0.11% | 152 |
|
|
2019
Q2 | $260K | Buy |
1,648
+58
| +4% | +$9.15K | 0.11% | 157 |
|
|
2019
Q1 | $256K | Hold |
1,590
| – | – | 0.11% | 150 |
|
|
2018
Q4 | $302K | Buy |
+1,590
| New | +$302K | 0.14% | 138 |
|