Heritage Financial Services’s Cigna CI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$242K	Buy	+733	New	+$242K	0.02%	107
2022 Q3	–	Sell	-135	Closed	-$35K	–	135
2022 Q2	$35K	Buy	+135	New	+$35K	0.02%	188