Lyell Wealth Management’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
1,006
-108
| -10% | -$35.7K | 0.03% | 172 |
|
|
2025
Q1 | $367K | Sell |
1,114
-1,904
| -63% | -$626K | 0.03% | 160 |
|
|
2024
Q4 | $833K | Sell |
3,018
-8,322
| -73% | -$2.3M | 0.07% | 122 |
|
|
2024
Q3 | $3.93M | Buy |
11,340
+1,318
| +13% | +$457K | 0.36% | 78 |
|
|
2024
Q2 | $3.31M | Buy |
10,022
+55
| +0.6% | +$18.2K | 0.32% | 81 |
|
|
2024
Q1 | $3.62M | Buy |
9,967
+414
| +4% | +$150K | 0.37% | 78 |
|
|
2023
Q4 | $2.86M | Sell |
9,553
-156
| -2% | -$46.7K | 0.33% | 82 |
|
|
2023
Q3 | $2.78M | Buy |
9,709
+374
| +4% | +$107K | 0.37% | 80 |
|
|
2023
Q2 | $2.62M | Buy |
9,335
+901
| +11% | +$253K | 0.33% | 86 |
|
|
2023
Q1 | $2.16M | Sell |
8,434
-47
| -0.6% | -$12K | 0.3% | 87 |
|
|
2022
Q4 | $2.81M | Buy |
8,481
+6,306
| +290% | +$2.09M | 0.44% | 74 |
|
|
2022
Q3 | $603K | Sell |
2,175
-6
| -0.3% | -$1.66K | 0.1% | 124 |
|
|
2022
Q2 | $575K | Buy |
2,181
+12
| +0.6% | +$3.16K | 0.09% | 126 |
|
|
2022
Q1 | $520K | Buy |
2,169
+1,149
| +113% | +$275K | 0.07% | 134 |
|
|
2021
Q4 | $234K | Hold |
1,020
| – | – | 0.03% | 174 |
|
|
2021
Q3 | $204K | Sell |
1,020
-9
| -0.9% | -$1.8K | 0.02% | 177 |
|
|
2021
Q2 | $244K | Buy |
1,029
+105
| +11% | +$24.9K | 0.03% | 170 |
|
|
2021
Q1 | $223K | Buy |
+924
| New | +$223K | 0.03% | 163 |
|
|
2019
Q1 | – | Sell |
-1,921
| Closed | -$365K | – | 122 |
|
|
2018
Q4 | $365K | Hold |
1,921
| – | – | 0.15% | 90 |
|
|
2018
Q3 | $400K | Hold |
1,921
| – | – | 0.13% | 92 |
|
|
2018
Q2 | $326K | Hold |
1,921
| – | – | 0.12% | 94 |
|
|
2018
Q1 | $322K | Sell |
1,921
-200
| -9% | -$33.5K | 0.12% | 92 |
|
|
2017
Q4 | $431K | Hold |
2,121
| – | – | 0.17% | 87 |
|
|
2017
Q3 | $396K | Hold |
2,121
| – | – | 0.17% | 85 |
|
|
2017
Q2 | $355K | Hold |
2,121
| – | – | 0.17% | 84 |
|
|
2017
Q1 | $311K | Buy |
+2,121
| New | +$311K | 0.17% | 85 |
|