OneDigital Investment Advisors’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
184,073
-16,891
| -8% | -$162K | 0.02% | 466 |
|
|
2025
Q1 | $2.08M | Sell |
200,964
-1,746
| -0.9% | -$18.1K | 0.02% | 400 |
|
|
2024
Q4 | $2.31M | Buy |
202,710
+5,986
| +3% | +$68.2K | 0.03% | 386 |
|
|
2024
Q3 | $2.34M | Buy |
196,724
+13,182
| +7% | +$157K | 0.03% | 399 |
|
|
2024
Q2 | $2.22M | Buy |
183,542
+4,955
| +3% | +$60.1K | 0.03% | 396 |
|
|
2024
Q1 | $1.96M | Buy |
178,587
+333
| +0.2% | +$3.66K | 0.03% | 342 |
|
|
2023
Q4 | $2.02M | Sell |
178,254
-11,875
| -6% | -$134K | 0.04% | 312 |
|
|
2023
Q3 | $2.01M | Sell |
190,129
-2,036
| -1% | -$21.5K | 0.04% | 283 |
|
|
2023
Q2 | $1.99M | Sell |
192,165
-2,356
| -1% | -$24.5K | 0.04% | 279 |
|
|
2023
Q1 | $1.92M | Sell |
194,521
-765
| -0.4% | -$7.55K | 0.05% | 281 |
|
|
2022
Q4 | $1.9M | Sell |
195,286
-11,384
| -6% | -$111K | 0.06% | 259 |
|
|
2022
Q3 | $1.76M | Buy |
206,670
+65,140
| +46% | +$554K | 0.07% | 206 |
|
|
2022
Q2 | $1.23M | Buy |
141,530
+62,163
| +78% | +$541K | 0.05% | 222 |
|
|
2022
Q1 | $1.18M | Buy |
79,367
+21,699
| +38% | +$321K | 0.04% | 232 |
|
|
2021
Q4 | $754K | Buy |
+57,668
| New | +$754K | 0.03% | 322 |
|