Mark Sheptoff Financial Planning’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.27K | Buy |
22
+8
| +57% | +$2.65K | ﹤0.01% | 366 |
|
|
2025
Q1 | $4.61K | Hold |
14
| – | – | ﹤0.01% | 380 |
|
|
2024
Q4 | $3.87K | Hold |
14
| – | – | ﹤0.01% | 383 |
|
|
2024
Q3 | $4.85K | Hold |
14
| – | – | ﹤0.01% | 364 |
|
|
2024
Q2 | $4.63K | Hold |
14
| – | – | ﹤0.01% | 366 |
|
|
2024
Q1 | $5.09K | Hold |
14
| – | – | ﹤0.01% | 330 |
|
|
2023
Q4 | $4.19K | Hold |
14
| – | – | ﹤0.01% | 336 |
|
|
2023
Q3 | $4.01K | Sell |
14
-13
| -48% | -$3.72K | ﹤0.01% | 313 |
|
|
2023
Q2 | $7.58K | Buy |
27
+5
| +23% | +$1.4K | ﹤0.01% | 290 |
|
|
2023
Q1 | $5.62K | Buy |
22
+13
| +144% | +$3.32K | ﹤0.01% | 302 |
|
|
2022
Q4 | $2.98K | Hold |
9
| – | – | ﹤0.01% | 333 |
|
|
2022
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 323 |
|
|
2022
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 377 |
|
|
2021
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 405 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$18K | – | 357 |
|
|
2020
Q1 | $18K | Hold |
100
| – | – | 0.01% | 185 |
|
|
2019
Q4 | $20K | Buy |
+100
| New | +$20K | 0.01% | 214 |
|
|
2016
Q2 | – | Sell |
-29
| Closed | -$4K | – | 350 |
|
|
2016
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 290 |
|
|
2015
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 309 |
|
|
2015
Q3 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 298 |
|