Kingswood 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 | $1.82M | Buy |
5,498
+288
| +6% | +$95.2K | 0.14% | 157 |
|
|
2025
Q1 | $1.71M | Sell |
5,210
-233
| -4% | -$76.7K | 0.16% | 155 |
|
|
2024
Q4 | $1.5M | Sell |
5,443
-658
| -11% | -$182K | 0.11% | 193 |
|
|
2024
Q3 | $2.11M | Buy |
6,101
+2,421
| +66% | +$839K | 0.15% | 154 |
|
|
2024
Q2 | $1.22M | Buy |
3,680
+1,651
| +81% | +$546K | 0.11% | 198 |
|
|
2024
Q1 | $737K | Sell |
2,029
-2,054
| -50% | -$746K | 0.09% | 262 |
|
|
2023
Q4 | $1.22M | Buy |
4,083
+1,411
| +53% | +$423K | 0.14% | 169 |
|
|
2023
Q3 | $1.12M | Buy |
2,672
+44
| +2% | +$18.5K | 0.19% | 132 |
|
|
2023
Q2 | $737K | Buy |
+2,628
| New | +$737K | 0.24% | 102 |
|