KMG Fiduciary Partners’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
10,667
+439
| +4% | +$145K | 0.26% | 93 |
|
|
2025
Q1 | $3.37M | Buy |
10,228
+757
| +8% | +$249K | 0.28% | 89 |
|
|
2024
Q4 | $2.62M | Buy |
9,471
+226
| +2% | +$62.4K | 0.22% | 103 |
|
|
2024
Q3 | $3.2M | Sell |
9,245
-395
| -4% | -$137K | 0.28% | 84 |
|
|
2024
Q2 | $3.19M | Buy |
9,640
+69
| +0.7% | +$22.8K | 0.31% | 75 |
|
|
2024
Q1 | $3.48M | Buy |
9,571
+187
| +2% | +$67.9K | 0.36% | 68 |
|
|
2023
Q4 | $2.81M | Buy |
9,384
+468
| +5% | +$140K | 0.33% | 76 |
|
|
2023
Q3 | $2.55M | Buy |
8,916
+501
| +6% | +$143K | 0.34% | 79 |
|
|
2023
Q2 | $2.36M | Buy |
8,415
+485
| +6% | +$136K | 0.31% | 83 |
|
|
2023
Q1 | $2.03M | Sell |
7,930
-277
| -3% | -$70.8K | 0.29% | 91 |
|
|
2022
Q4 | $2.72M | Sell |
8,207
-266
| -3% | -$88.1K | 0.45% | 67 |
|
|
2022
Q3 | $2.35M | Sell |
8,473
-114
| -1% | -$31.6K | 0.45% | 62 |
|
|
2022
Q2 | $2.26M | Sell |
8,587
-1,136
| -12% | -$299K | 0.42% | 62 |
|
|
2022
Q1 | $2.33M | Buy |
9,723
+198
| +2% | +$47.4K | 0.37% | 70 |
|
|
2021
Q4 | $2.19M | Buy |
9,525
+1,652
| +21% | +$379K | 0.34% | 75 |
|
|
2021
Q3 | $1.58M | Sell |
7,873
-610
| -7% | -$122K | 0.27% | 90 |
|
|
2021
Q2 | $2.01M | Buy |
8,483
+1,511
| +22% | +$358K | 0.35% | 64 |
|
|
2021
Q1 | $1.69M | Sell |
6,972
-101
| -1% | -$24.4K | 0.33% | 71 |
|
|
2020
Q4 | $1.44M | Sell |
7,073
-590
| -8% | -$120K | 0.3% | 78 |
|
|
2020
Q3 | $1.3M | Buy |
7,663
+1,358
| +22% | +$230K | 0.32% | 69 |
|
|
2020
Q2 | $1.18M | Sell |
6,305
-627
| -9% | -$118K | 0.33% | 68 |
|
|
2020
Q1 | $1.23M | Buy |
+6,932
| New | +$1.23M | 0.4% | 59 |
|