Forum Financial Management’s Cigna CI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
4,919
+367
+8% +$121K 0.02% 151
2025
Q1
$1.5M Sell
4,552
-100
-2% -$32.9K 0.02% 157
2024
Q4
$1.28M Buy
4,652
+170
+4% +$46.9K 0.02% 167
2024
Q3
$1.55M Sell
4,482
-3
-0.1% -$1.04K 0.03% 136
2024
Q2
$1.48M Buy
4,485
+374
+9% +$124K 0.03% 132
2024
Q1
$1.49M Buy
4,111
+1
+0% +$363 0.03% 150
2023
Q4
$1.23M Hold
4,110
0.02% 140
2023
Q3
$1.18M Sell
4,110
-8
-0.2% -$2.29K 0.03% 140
2023
Q2
$1.16M Sell
4,118
-54
-1% -$15.2K 0.03% 140
2023
Q1
$1.07M Buy
4,172
+176
+4% +$45K 0.03% 133
2022
Q4
$1.32M Hold
3,996
0.04% 103
2022
Q3
$1.11M Hold
3,996
0.05% 102
2022
Q2
$1.05M Buy
3,996
+378
+10% +$99.6K 0.05% 119
2022
Q1
$866K Buy
3,618
+323
+10% +$77.3K 0.04% 149
2021
Q4
$757K Buy
+3,295
New +$757K 0.04% 166