JFS 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 | $210K | Sell |
636
-44
| -6% | -$14.5K | 0.01% | 299 |
|
|
2025
Q1 | $224K | Buy |
680
+3
| +0.4% | +$987 | 0.02% | 286 |
|
|
2024
Q4 | $187K | Sell |
677
-5
| -0.7% | -$1.38K | 0.01% | 297 |
|
|
2024
Q3 | $236K | Buy |
682
+3
| +0.4% | +$1.04K | 0.02% | 273 |
|
|
2024
Q2 | $224K | Sell |
679
-1
| -0.1% | -$331 | 0.02% | 229 |
|
|
2024
Q1 | $247K | Sell |
680
-3
| -0.4% | -$1.09K | 0.02% | 225 |
|
|
2023
Q4 | $205K | Buy |
683
+2
| +0.3% | +$599 | 0.02% | 235 |
|
|
2023
Q3 | $195K | Buy |
681
+146
| +27% | +$41.8K | 0.02% | 224 |
|
|
2023
Q2 | $150K | Sell |
535
-10
| -2% | -$2.81K | 0.01% | 241 |
|
|
2023
Q1 | $139K | Sell |
545
-53
| -9% | -$13.5K | 0.01% | 246 |
|
|
2022
Q4 | $198K | Sell |
598
-113
| -16% | -$37.4K | 0.02% | 215 |
|
|
2022
Q3 | $197K | Sell |
711
-137
| -16% | -$38K | 0.02% | 212 |
|
|
2022
Q2 | $223K | Buy |
848
+41
| +5% | +$10.8K | 0.02% | 200 |
|
|
2022
Q1 | $193K | Buy |
807
+74
| +10% | +$17.7K | 0.02% | 227 |
|
|
2021
Q4 | $168K | Sell |
733
-77
| -10% | -$17.6K | 0.02% | 244 |
|
|
2021
Q3 | $162K | Buy |
810
+27
| +3% | +$5.4K | 0.02% | 242 |
|
|
2021
Q2 | $186K | Buy |
783
+93
| +13% | +$22.1K | 0.03% | 171 |
|
|
2021
Q1 | $167K | Hold |
690
| – | – | 0.03% | 154 |
|
|
2020
Q4 | $144K | Buy |
690
+115
| +20% | +$24K | 0.03% | 162 |
|
|
2020
Q3 | $97K | Sell |
575
-2
| -0.3% | -$337 | 0.02% | 178 |
|
|
2020
Q2 | $108K | Sell |
577
-9
| -2% | -$1.69K | 0.03% | 173 |
|
|
2020
Q1 | $104K | Hold |
586
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $120K | Hold |
586
| – | – | 0.03% | 176 |
|
|
2019
Q3 | $89K | Buy |
586
+37
| +7% | +$5.62K | 0.02% | 194 |
|
|
2019
Q2 | $86K | Buy |
549
+7
| +1% | +$1.1K | 0.02% | 197 |
|
|
2019
Q1 | $87K | Hold |
542
| – | – | 0.02% | 191 |
|
|
2018
Q4 | $103K | Buy |
542
+254
| +88% | +$48.3K | 0.03% | 171 |
|
|
2018
Q3 | $60K | Hold |
288
| – | – | 0.02% | 233 |
|
|
2018
Q2 | $49K | Hold |
288
| – | – | 0.01% | 244 |
|
|
2018
Q1 | $48K | Hold |
288
| – | – | 0.01% | 248 |
|
|
2017
Q4 | $58K | Hold |
288
| – | – | 0.01% | 243 |
|
|
2017
Q3 | $54K | Hold |
288
| – | – | 0.01% | 238 |
|
|
2017
Q2 | $48K | Hold |
288
| – | – | 0.01% | 223 |
|
|
2017
Q1 | $38K | Hold |
288
| – | – | 0.01% | 247 |
|
|
2016
Q4 | $38K | Hold |
288
| – | – | 0.01% | 247 |
|
|
2016
Q3 | $38K | Hold |
288
| – | – | 0.01% | 265 |
|
|
2016
Q2 | $37K | Sell |
288
-1
| -0.3% | -$128 | 0.01% | 283 |
|
|
2016
Q1 | $40K | Buy |
289
+1
| +0.3% | +$138 | 0.01% | 254 |
|
|
2015
Q4 | $42K | Hold |
288
| – | – | 0.01% | 261 |
|
|
2015
Q3 | $39K | Hold |
288
| – | – | 0.02% | 231 |
|
|
2015
Q2 | $47K | Hold |
288
| – | – | 0.02% | 192 |
|
|
2015
Q1 | $37K | Hold |
288
| – | – | 0.02% | 210 |
|
|
2014
Q4 | $30K | Hold |
288
| – | – | ﹤0.01% | 247 |
|
|
2014
Q3 | $26K | Hold |
288
| – | – | ﹤0.01% | 239 |
|
|
2014
Q2 | $26K | Buy |
+288
| New | +$26K | ﹤0.01% | 238 |
|