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Plante Moran Financial Advisors’s Cigna CI Stock Holding History

Plante Moran Financial Advisors’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$43K Buy
130
+9
+7% +$2.98K ﹤0.01% 362
2025
Q1 		$39.8K Buy
121
+10
+9% +$3.29K ﹤0.01% 377
2024
Q4 		$30.7K Buy
111
+14
+14% +$3.87K ﹤0.01% 423
2024
Q3 		$33.7K Buy
97
+9
+10% +$3.13K ﹤0.01% 442
2024
Q2 		$29.1K Hold
88
– – ﹤0.01% 420
2024
Q1 		$32K Sell
88
-10
-10% -$3.63K ﹤0.01% 424
2023
Q4 		$29.3K Buy
98
+36
+58% +$10.8K ﹤0.01% 393
2023
Q3 		$17.7K Hold
62
– – ﹤0.01% 449
2023
Q2 		$17.4K Hold
62
– – ﹤0.01% 473
2023
Q1 		$15.8K Hold
62
– – ﹤0.01% 495
2022
Q4 		$20.5K Hold
62
– – ﹤0.01% 451
2022
Q3 		$17K Hold
62
– – ﹤0.01% 493
2022
Q2 		$16K Hold
62
– – ﹤0.01% 510
2022
Q1 		$15K Sell
62
-247
-80% -$59.8K ﹤0.01% 542
2021
Q4 		$71K Buy
309
+67
+28% +$15.4K 0.01% 297
2021
Q3 		$48K Buy
242
+180
+290% +$35.7K 0.01% 390
2021
Q2 		$15K Hold
62
– – ﹤0.01% 612
2021
Q1 		$15K Sell
62
-4
-6% -$968 ﹤0.01% 574
2020
Q4 		$14K Buy
66
+4
+6% +$848 ﹤0.01% 580
2020
Q3 		$11K Hold
62
– – ﹤0.01% 587
2020
Q2 		$12K Hold
62
– – ﹤0.01% 497
2020
Q1 		$11K Hold
62
– – 0.01% 481
2019
Q4 		$13K Hold
62
– – ﹤0.01% 520
2019
Q3 		$9K Sell
62
-51
-45% -$7.4K ﹤0.01% 604
2019
Q2 		$18K Sell
113
-36
-24% -$5.74K 0.01% 487
2019
Q1 		$24K Sell
149
-66
-31% -$10.6K 0.01% 448
2018
Q4 		$41K Buy
215
+165
+330% +$31.5K 0.01% 323
2018
Q3 		$10K Sell
50
-50
-50% -$10K ﹤0.01% 490
2018
Q2 		$17K Buy
100
+38
+61% +$6.46K 0.01% 490
2018
Q1 		$10K Sell
62
-8
-11% -$1.29K 0.01% 598
2017
Q4 		$14K Buy
70
+16
+30% +$3.2K 0.01% 543
2017
Q3 		$10K Hold
54
– – 0.01% 538
2017
Q2 		$9K Sell
54
-42
-44% -$7K 0.01% 569
2017
Q1 		$14K Sell
96
-468
-83% -$68.3K 0.01% 526
2016
Q4 		$75K Sell
564
-52
-8% -$6.92K 0.05% 257
2016
Q3 		$80K Hold
616
– – 0.05% 238
2016
Q2 		$79K Hold
616
– – 0.06% 221
2016
Q1 		$85K Sell
616
-4
-0.6% -$552 0.07% 193
2015
Q4 		$91K Hold
620
– – 0.07% 202
2015
Q3 		$84K Sell
620
-12
-2% -$1.63K 0.07% 201
2015
Q2 		$102K Hold
632
– – 0.07% 187
2015
Q1 		$82K Hold
632
– – 0.06% 213
2014
Q4 		$65K Hold
632
– – 0.05% 237
2014
Q3 		$57K Sell
632
-64
-9% -$5.77K 0.05% 235
2014
Q2 		$64K Buy
696
+441
+173% +$40.6K 0.06% 195
2014
Q1 		$21K Buy
255
+191
+298% +$15.7K 0.02% 242
2013
Q4 		$6K Sell
64
-15
-19% -$1.41K ﹤0.01% 514
2013
Q3 		$6K Hold
79
– – ﹤0.01% 458
2013
Q2 		$6K Buy
+79
New +$6K ﹤0.01% 423