Montag & Associates’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
629
-86
| -12% | -$28.4K | 0.01% | 396 |
|
|
2025
Q1 | $235K | Sell |
715
-37
| -5% | -$12.2K | 0.01% | 397 |
|
|
2024
Q4 | $208K | Hold |
752
| – | – | 0.01% | 418 |
|
|
2024
Q3 | $261K | Hold |
752
| – | – | 0.01% | 392 |
|
|
2024
Q2 | $249K | Hold |
752
| – | – | 0.01% | 380 |
|
|
2024
Q1 | $273K | Hold |
752
| – | – | 0.01% | 378 |
|
|
2023
Q4 | $225K | Hold |
752
| – | – | 0.01% | 384 |
|
|
2023
Q3 | $215K | Hold |
752
| – | – | 0.01% | 373 |
|
|
2023
Q2 | $211K | Hold |
752
| – | – | 0.01% | 385 |
|
|
2023
Q1 | $192K | Sell |
752
-1
| -0.1% | -$256 | 0.01% | 385 |
|
|
2022
Q4 | $249K | Buy |
753
+1
| +0.1% | +$331 | 0.02% | 340 |
|
|
2022
Q3 | $209K | Hold |
752
| – | – | 0.01% | 347 |
|
|
2022
Q2 | $198K | Hold |
752
| – | – | 0.01% | 362 |
|
|
2022
Q1 | $180K | Hold |
752
| – | – | 0.01% | 400 |
|
|
2021
Q4 | $173K | Hold |
752
| – | – | 0.01% | 405 |
|
|
2021
Q3 | $151K | Sell |
752
-182
| -19% | -$36.5K | 0.01% | 421 |
|
|
2021
Q2 | $221K | Hold |
934
| – | – | 0.01% | 374 |
|
|
2021
Q1 | $226K | Hold |
934
| – | – | 0.01% | 367 |
|
|
2020
Q4 | $194K | Buy |
+934
| New | +$194K | 0.01% | 369 |
|
|
2018
Q4 | – | Sell |
-3,843
| Closed | -$800K | – | 295 |
|
|
2018
Q3 | $800K | Buy |
+3,843
| New | +$800K | 0.07% | 195 |
|