SWA
SFMG Wealth Advisors’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
3,861
+1
| +0% | +$331 | 0.1% | 91 |
|
|
2025
Q1 | $1.27M | Buy |
3,860
+5
| +0.1% | +$1.65K | 0.1% | 94 |
|
|
2024
Q4 | $1.06M | Sell |
3,855
-7
| -0.2% | -$1.93K | 0.08% | 96 |
|
|
2024
Q3 | $1.34M | Hold |
3,862
| – | – | 0.11% | 85 |
|
|
2024
Q2 | $1.28M | Sell |
3,862
-2
| -0.1% | -$661 | 0.11% | 82 |
|
|
2024
Q1 | $1.4M | Buy |
3,864
+7
| +0.2% | +$2.54K | 0.12% | 81 |
|
|
2023
Q4 | $1.15M | Buy |
3,857
+5
| +0.1% | +$1.5K | 0.11% | 87 |
|
|
2023
Q3 | $1.1M | Buy |
3,852
+13
| +0.3% | +$3.72K | 0.11% | 85 |
|
|
2023
Q2 | $1.08M | Sell |
3,839
-94
| -2% | -$26.4K | 0.11% | 84 |
|
|
2023
Q1 | $1M | Buy |
3,933
+109
| +3% | +$27.9K | 0.11% | 89 |
|
|
2022
Q4 | $1.27M | Sell |
3,824
-4
| -0.1% | -$1.33K | 0.14% | 82 |
|
|
2022
Q3 | $1.1M | Hold |
3,828
| – | – | 0.13% | 82 |
|
|
2022
Q2 | $1.01M | Hold |
3,828
| – | – | 0.12% | 89 |
|
|
2022
Q1 | $917K | Sell |
3,828
-129
| -3% | -$30.9K | 0.09% | 96 |
|
|
2021
Q4 | $909K | Sell |
3,957
-427
| -10% | -$98.1K | 0.09% | 103 |
|
|
2021
Q3 | $878K | Sell |
4,384
-67
| -2% | -$13.4K | 0.1% | 96 |
|
|
2021
Q2 | $1.06M | Buy |
4,451
+67
| +2% | +$15.9K | 0.12% | 90 |
|
|
2021
Q1 | $1.06M | Buy |
4,384
+16
| +0.4% | +$3.87K | 0.12% | 89 |
|
|
2020
Q4 | $909K | Buy |
4,368
+200
| +5% | +$41.6K | 0.12% | 89 |
|
|
2020
Q3 | $706K | Hold |
4,168
| – | – | 0.1% | 87 |
|
|
2020
Q2 | $782K | Hold |
4,168
| – | – | 0.11% | 68 |
|
|
2020
Q1 | $738K | Sell |
4,168
-3,840
| -48% | -$680K | 0.11% | 53 |
|
|
2019
Q4 | $1.64M | Hold |
8,008
| – | – | 0.2% | 44 |
|
|
2019
Q3 | $1.22M | Hold |
8,008
| – | – | 0.16% | 48 |
|
|
2019
Q2 | $1.34M | Sell |
8,008
-2
| -0% | -$335 | 0.18% | 33 |
|
|
2019
Q1 | $1.29M | Sell |
8,010
-34
| -0.4% | -$5.47K | 0.19% | 38 |
|
|
2018
Q4 | $1.53M | Buy |
8,044
+94
| +1% | +$17.9K | 0.25% | 35 |
|
|
2018
Q3 | $1.69M | Hold |
7,950
| – | – | 0.26% | 31 |
|
|
2018
Q2 | $1.35M | Hold |
7,950
| – | – | 0.22% | 34 |
|
|
2018
Q1 | $1.33M | Buy |
+7,950
| New | +$1.33M | 0.23% | 36 |
|