Patriot Financial Group Insurance Agency’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.84M | Sell |
5,575
-41
| -0.7% | -$13.6K | 0.21% | 123 |
|
2025
Q1 | $1.85M | Sell |
5,616
-49
| -0.9% | -$16.1K | 0.25% | 105 |
|
2024
Q4 | $1.56M | Sell |
5,665
-94
| -2% | -$26K | 0.21% | 108 |
|
2024
Q3 | $2M | Sell |
5,759
-205
| -3% | -$71K | 0.27% | 90 |
|
2024
Q2 | $1.97M | Buy |
5,964
+180
| +3% | +$59.5K | 0.29% | 81 |
|
2024
Q1 | $2.1M | Buy |
5,784
+159
| +3% | +$57.7K | 0.33% | 60 |
|
2023
Q4 | $1.68M | Buy |
5,625
+778
| +16% | +$233K | 0.32% | 68 |
|
2023
Q3 | $1.39M | Buy |
4,847
+1,080
| +29% | +$309K | 0.29% | 81 |
|
2023
Q2 | $1.06M | Buy |
3,767
+1,640
| +77% | +$460K | 0.2% | 122 |
|
2023
Q1 | $544K | Sell |
2,127
-415
| -16% | -$106K | 0.11% | 211 |
|
2022
Q4 | $842K | Buy |
2,542
+68
| +3% | +$22.5K | 0.11% | 127 |
|
2022
Q3 | $687K | Sell |
2,474
-163
| -6% | -$45.3K | 0.17% | 150 |
|
2022
Q2 | $695K | Buy |
2,637
+134
| +5% | +$35.3K | 0.14% | 154 |
|
2022
Q1 | $600K | Buy |
2,503
+173
| +7% | +$41.5K | 0.11% | 209 |
|
2021
Q4 | $535K | Buy |
2,330
+130
| +6% | +$29.9K | 0.09% | 228 |
|
2021
Q3 | $440K | Buy |
2,200
+208
| +10% | +$41.6K | 0.08% | 262 |
|
2021
Q2 | $472K | Buy |
1,992
+153
| +8% | +$36.3K | 0.09% | 241 |
|
2021
Q1 | $445K | Buy |
1,839
+788
| +75% | +$191K | 0.1% | 213 |
|
2020
Q4 | $219K | Hold |
1,051
| – | – | 0.05% | 325 |
|
2020
Q3 | $178K | Hold |
1,051
| – | – | 0.06% | 286 |
|
2020
Q2 | $197K | Hold |
1,051
| – | – | 0.08% | 235 |
|
2020
Q1 | $186K | Sell |
1,051
-5
| -0.5% | -$885 | 0.09% | 222 |
|
2019
Q4 | $216K | Sell |
1,056
-4
| -0.4% | -$818 | 0.08% | 207 |
|
2019
Q3 | $161K | Sell |
1,060
-136
| -11% | -$20.7K | 0.07% | 240 |
|
2019
Q2 | $196K | Buy |
1,196
+49
| +4% | +$8.03K | 0.08% | 196 |
|
2019
Q1 | $182K | Buy |
1,147
+716
| +166% | +$114K | 0.09% | 181 |
|
2018
Q4 | $82K | Sell |
431
-1,950
| -82% | -$371K | 0.05% | 237 |
|
2018
Q3 | $496K | Buy |
2,381
+2,281
| +2,281% | +$475K | 0.3% | 54 |
|
2018
Q2 | $17K | Hold |
100
| – | – | 0.02% | 314 |
|
2018
Q1 | $16K | Sell |
100
-79
| -44% | -$12.6K | 0.01% | 512 |
|
2017
Q4 | $36K | Sell |
179
-250
| -58% | -$50.3K | 0.03% | 346 |
|
2017
Q3 | $81K | Buy |
429
+44
| +11% | +$8.31K | 0.07% | 198 |
|
2017
Q2 | $65K | Buy |
385
+35
| +10% | +$5.91K | 0.07% | 206 |
|
2017
Q1 | $52K | Hold |
350
| – | – | 0.05% | 215 |
|
2016
Q4 | $51K | Buy |
+350
| New | +$51K | 0.07% | 211 |
|