Semanteon Capital Management’s Centene CNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$342K	Sell	6,292 -764	-11%	-$41.5K	0.51%	70
2025 Q1	$428K	Sell	7,056 -1,831	-21%	-$111K	0.23%	171
2024 Q4	$538K	Buy	8,887 +1,014	+13%	+$61.4K	0.29%	152
2024 Q3	$593K	Buy	7,873 +4,288	+120%	+$323K	0.4%	117
2024 Q2	$238K	Buy	+3,585	New	+$238K	0.17%	180