Exencial Wealth 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 | $2.12M | Sell |
6,405
-77
| -1% | -$25.5K | 0.07% | 210 |
|
|
2025
Q1 | $2.13M | Sell |
6,482
-123
| -2% | -$40.5K | 0.08% | 205 |
|
|
2024
Q4 | $1.82M | Buy |
6,605
+148
| +2% | +$40.9K | 0.07% | 220 |
|
|
2024
Q3 | $2.24M | Sell |
6,457
-5
| -0.1% | -$1.73K | 0.08% | 202 |
|
|
2024
Q2 | $2.14M | Buy |
6,462
+136
| +2% | +$45K | 0.08% | 198 |
|
|
2024
Q1 | $2.3M | Sell |
6,326
-97
| -2% | -$35.2K | 0.09% | 195 |
|
|
2023
Q4 | $1.92M | Buy |
6,423
+75
| +1% | +$22.5K | 0.08% | 198 |
|
|
2023
Q3 | $1.82M | Sell |
6,348
-54
| -0.8% | -$15.4K | 0.09% | 183 |
|
|
2023
Q2 | $1.8M | Buy |
6,402
+87
| +1% | +$24.4K | 0.08% | 187 |
|
|
2023
Q1 | $1.61M | Sell |
6,315
-78
| -1% | -$19.9K | 0.08% | 180 |
|
|
2022
Q4 | $2.12M | Sell |
6,393
-347
| -5% | -$115K | 0.11% | 170 |
|
|
2022
Q3 | $1.87M | Sell |
6,740
-37
| -0.5% | -$10.3K | 0.11% | 165 |
|
|
2022
Q2 | $1.79M | Sell |
6,777
-310
| -4% | -$81.7K | 0.1% | 175 |
|
|
2022
Q1 | $1.7M | Buy |
7,087
+5
| +0.1% | +$1.2K | 0.09% | 193 |
|
|
2021
Q4 | $1.63M | Buy |
7,082
+4,856
| +218% | +$1.11M | 0.08% | 197 |
|
|
2021
Q3 | $446K | Sell |
2,226
-4,686
| -68% | -$939K | 0.02% | 253 |
|
|
2021
Q2 | $1.64M | Buy |
6,912
+1,487
| +27% | +$353K | 0.09% | 197 |
|
|
2021
Q1 | $1.31M | Sell |
5,425
-380
| -7% | -$91.8K | 0.08% | 199 |
|
|
2020
Q4 | $1.21M | Buy |
5,805
+7
| +0.1% | +$1.46K | 0.08% | 179 |
|
|
2020
Q3 | $982K | Buy |
5,798
+77
| +1% | +$13K | 0.05% | 199 |
|
|
2020
Q2 | $1.07M | Hold |
5,721
| – | – | 0.09% | 170 |
|
|
2020
Q1 | $1.01M | Buy |
5,721
+727
| +15% | +$129K | 0.18% | 107 |
|
|
2019
Q4 | $1.02M | Sell |
4,994
-82
| -2% | -$16.8K | 0.18% | 116 |
|
|
2019
Q3 | $770K | Sell |
5,076
-182
| -3% | -$27.6K | 0.17% | 124 |
|
|
2019
Q2 | $828K | Buy |
5,258
+78
| +2% | +$12.3K | 0.19% | 110 |
|
|
2019
Q1 | $833K | Sell |
5,180
-8
| -0.2% | -$1.29K | 0.2% | 108 |
|
|
2018
Q4 | $985K | Buy |
5,188
+2,635
| +103% | +$500K | 0.26% | 96 |
|
|
2018
Q3 | $532K | Hold |
2,553
| – | – | 0.12% | 118 |
|
|
2018
Q2 | $434K | Buy |
+2,553
| New | +$434K | 0.12% | 121 |
|