Greenleaf Trust’s Cigna CI Stock Holding History

Greenleaf Trust’s Portfolio CI Stock Details CI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3M	Sell	9,076 -354	-4%	-$117K	0.03%	144
2025 Q1	$3.1M	Buy	9,430 +427	+5%	+$140K	0.03%	143
2024 Q4	$2.49M	Buy	9,003 +9	+0.1%	+$2.49K	0.02%	163
2024 Q3	$3.12M	Buy	8,994 +100	+1%	+$34.6K	0.03%	141
2024 Q2	$2.94M	Sell	8,894 -1,165	-12%	-$385K	0.03%	137
2024 Q1	$3.65M	Buy	10,059 +297	+3%	+$108K	0.03%	115
2023 Q4	$2.92M	Sell	9,762 -24	-0.2%	-$7.19K	0.03%	129
2023 Q3	$2.8M	Buy	9,786 +1,149	+13%	+$329K	0.03%	124
2023 Q2	$2.42M	Buy	8,637 +1,651	+24%	+$463K	0.03%	142
2023 Q1	$1.79M	Sell	6,986 -569	-8%	-$145K	0.02%	176
2022 Q4	$2.5M	Sell	7,555 -3,134	-29%	-$1.04M	0.03%	138
2022 Q3	$2.97M	Buy	10,689 +4,131	+63%	+$1.15M	0.04%	116
2022 Q2	$1.73M	Buy	6,558 +1,035	+19%	+$273K	0.03%	150
2022 Q1	$1.32M	Buy	5,523 +658	+14%	+$158K	0.02%	196
2021 Q4	$1.12M	Sell	4,865 -2,122	-30%	-$487K	0.01%	225
2021 Q3	$1.4M	Buy	6,987 +390	+6%	+$78.1K	0.02%	173
2021 Q2	$1.56M	Sell	6,597 -61	-0.9%	-$14.5K	0.02%	160
2021 Q1	$1.61M	Buy	6,658 +1,263	+23%	+$305K	0.02%	140
2020 Q4	$1.12M	Buy	5,395 +26	+0.5%	+$5.41K	0.01%	168
2020 Q3	$910K	Sell	5,369 -72	-1%	-$12.2K	0.01%	175
2020 Q2	$1.02M	Buy	5,441 +704	+15%	+$132K	0.02%	152
2020 Q1	$839K	Buy	4,737 +1,360	+40%	+$241K	0.02%	151
2019 Q4	$691K	Sell	3,377 -340	-9%	-$69.6K	0.01%	221
2019 Q3	$564K	Buy	3,717 +772	+26%	+$117K	0.01%	257
2019 Q2	$464K	Sell	2,945 -1,119	-28%	-$176K	0.01%	293
2019 Q1	$654K	Sell	4,064 -1,870	-32%	-$301K	0.01%	211
2018 Q4	$1.13M	Buy	5,934 +4,288	+261%	+$814K	0.02%	142
2018 Q3	$343K	Buy	1,646 +95	+6%	+$19.8K	0.01%	363
2018 Q2	$264K	Buy	+1,551	New	+$264K	0.01%	412
2018 Q1	–	Sell	-118	Closed	-$24K	–	559
2017 Q4	$24K	Sell	118 -21	-15%	-$4.27K	﹤0.01%	561
2017 Q3	$26K	Buy	+139	New	+$26K	﹤0.01%	526