Gradient Investments’s Cigna CI Stock Holding History

Gradient Investments’s Portfolio CI Stock Details CI Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.1M	Sell	39,613 -653	-2%	-$216K	0.24%	127
2025 Q1	$13.2M	Sell	40,266 -1,016	-2%	-$334K	0.27%	115
2024 Q4	$11.4M	Buy	41,282 +3,910	+10%	+$1.08M	0.23%	130
2024 Q3	$12.9M	Sell	37,372 -55,593	-60%	-$19.3M	0.27%	119
2024 Q2	$30.7M	Sell	92,965 -2,632	-3%	-$870K	0.69%	42
2024 Q1	$34.7M	Sell	95,597 -20,539	-18%	-$7.46M	0.81%	29
2023 Q4	$34.8M	Buy	116,136 +1,605	+1%	+$481K	0.84%	29
2023 Q3	$32.8M	Buy	114,531 +1,794	+2%	+$513K	0.86%	29
2023 Q2	$31.6M	Buy	112,737 +23,429	+26%	+$6.57M	0.81%	29
2023 Q1	$22.8M	Buy	89,308 +16,944	+23%	+$4.33M	0.62%	42
2022 Q4	$24M	Sell	72,364 -8,011	-10%	-$2.65M	0.76%	31
2022 Q3	$22.3M	Buy	80,375 +741	+0.9%	+$206K	0.68%	31
2022 Q2	$21M	Buy	79,634 +814	+1%	+$215K	0.61%	30
2022 Q1	$18.9M	Buy	78,820 +19,764	+33%	+$4.74M	0.49%	47
2021 Q4	$13.6M	Buy	59,056 +4,820	+9%	+$1.11M	0.34%	80
2021 Q3	$10.9M	Buy	54,236 +54,123	+47,896%	+$10.8M	0.3%	108
2021 Q2	$27K	Sell	113 -47	-29%	-$11.2K	﹤0.01%	581
2021 Q1	$39K	Buy	160 +26	+19%	+$6.34K	﹤0.01%	497
2020 Q4	$23K	Hold	134	–	–	﹤0.01%	538
2020 Q3	$23K	Hold	134	–	–	﹤0.01%	541
2020 Q2	$25K	Sell	134 -53	-28%	-$9.89K	﹤0.01%	490
2020 Q1	$33K	Sell	187 -1,075	-85%	-$190K	﹤0.01%	420
2019 Q4	$258K	Hold	1,262	–	–	0.01%	243
2019 Q3	$192K	Buy	1,262 +78	+7%	+$11.9K	0.01%	258
2019 Q2	$187K	Hold	1,184	–	–	0.01%	263
2019 Q1	$190K	Hold	1,184	–	–	0.01%	250
2018 Q4	$225K	Buy	1,184 +15	+1%	+$2.85K	0.01%	220
2018 Q3	$243K	Hold	1,169	–	–	0.01%	230
2018 Q2	$199K	Buy	1,169 +1,151	+6,394%	+$196K	0.01%	231
2018 Q1	$3K	Sell	18 -6	-25%	-$1K	﹤0.01%	767
2017 Q4	$5K	Buy	+24	New	+$5K	﹤0.01%	685
2016 Q1	–	Sell	-42	Closed	-$6K	–	734
2015 Q4	$6K	Buy	+42	New	+$6K	﹤0.01%	458