Kestra Private Wealth Services’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $425K | Sell |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $319K | Buy |
|