Heritage 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 | $335K | Hold |
1,013
| – | – | 0.02% | 164 |
|
|
2025
Q1 | $333K | Sell |
1,013
-100
| -9% | -$32.9K | 0.02% | 159 |
|
|
2024
Q4 | $307K | Sell |
1,113
-150
| -12% | -$41.4K | 0.02% | 166 |
|
|
2024
Q3 | $438K | Hold |
1,263
| – | – | 0.02% | 152 |
|
|
2024
Q2 | $418K | Hold |
1,263
| – | – | 0.02% | 150 |
|
|
2024
Q1 | $459K | Sell |
1,263
-51
| -4% | -$18.5K | 0.02% | 149 |
|
|
2023
Q4 | $393K | Buy |
1,314
+50
| +4% | +$15K | 0.02% | 162 |
|
|
2023
Q3 | $362K | Sell |
1,264
-48
| -4% | -$13.7K | 0.02% | 153 |
|
|
2023
Q2 | $368K | Hold |
1,312
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $335K | Sell |
1,312
-100
| -7% | -$25.6K | 0.02% | 159 |
|
|
2022
Q4 | $468K | Sell |
1,412
-5
| -0.4% | -$1.66K | 0.03% | 131 |
|
|
2022
Q3 | $393K | Hold |
1,417
| – | – | 0.03% | 140 |
|
|
2022
Q2 | $373K | Buy |
1,417
+300
| +27% | +$79K | 0.03% | 144 |
|
|
2022
Q1 | $268K | Sell |
1,117
-286
| -20% | -$68.6K | 0.01% | 174 |
|
|
2021
Q4 | $322K | Sell |
1,403
-5
| -0.4% | -$1.15K | 0.02% | 159 |
|
|
2021
Q3 | $282K | Hold |
1,408
| – | – | 0.02% | 170 |
|
|
2021
Q2 | $334K | Buy |
1,408
+40
| +3% | +$9.48K | 0.02% | 162 |
|
|
2021
Q1 | $331K | Sell |
1,368
-30
| -2% | -$7.25K | 0.02% | 169 |
|
|
2020
Q4 | $291K | Buy |
1,398
+366
| +35% | +$76.2K | 0.02% | 167 |
|
|
2020
Q3 | $175K | Hold |
1,032
| – | – | 0.02% | 157 |
|
|
2020
Q2 | $194K | Hold |
1,032
| – | – | 0.03% | 143 |
|
|
2020
Q1 | $183K | Buy |
1,032
+59
| +6% | +$10.5K | 0.03% | 138 |
|
|
2019
Q4 | $199K | Buy |
973
+26
| +3% | +$5.32K | 0.03% | 169 |
|
|
2019
Q3 | $143K | Buy |
947
+560
| +145% | +$84.6K | 0.02% | 184 |
|
|
2019
Q2 | $61K | Buy |
387
+47
| +14% | +$7.41K | 0.01% | 230 |
|
|
2019
Q1 | $54.7K | Hold |
340
| – | – | 0.01% | 218 |
|
|
2018
Q4 | $64K | Buy |
+340
| New | +$64K | 0.01% | 180 |
|