SWA
SOA Wealth Advisors’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Sell |
528
-67
| -11% | -$22.2K | 0.03% | 210 |
|
|
2025
Q1 | $196K | Sell |
595
-24
| -4% | -$7.89K | 0.04% | 191 |
|
|
2024
Q4 | $171K | Sell |
619
-12
| -2% | -$3.31K | 0.03% | 200 |
|
|
2024
Q3 | $219K | Sell |
631
-35
| -5% | -$12.1K | 0.04% | 176 |
|
|
2024
Q2 | $220K | Sell |
666
-96
| -13% | -$31.8K | 0.04% | 171 |
|
|
2024
Q1 | $277K | Buy |
762
+1
| +0.1% | +$363 | 0.06% | 155 |
|
|
2023
Q4 | $228K | Sell |
761
-14
| -2% | -$4.19K | 0.05% | 160 |
|
|
2023
Q3 | $222K | Buy |
775
+1
| +0.1% | +$286 | 0.06% | 155 |
|
|
2023
Q2 | $217K | Sell |
774
-5
| -0.6% | -$1.4K | 0.05% | 154 |
|
|
2023
Q1 | $199K | Hold |
779
| – | – | 0.05% | 155 |
|
|
2022
Q4 | $258K | Sell |
779
-9
| -1% | -$2.98K | 0.07% | 130 |
|
|
2022
Q3 | $218K | Sell |
788
-4
| -0.5% | -$1.11K | 0.07% | 139 |
|
|
2022
Q2 | $208K | Sell |
792
-19
| -2% | -$4.99K | 0.06% | 138 |
|
|
2022
Q1 | $194K | Buy |
811
+1
| +0.1% | +$239 | 0.05% | 163 |
|
|
2021
Q4 | $187K | Buy |
810
+15
| +2% | +$3.46K | 0.05% | 166 |
|
|
2021
Q3 | $159K | Buy |
795
+10
| +1% | +$2K | 0.04% | 177 |
|
|
2021
Q2 | $186K | Buy |
785
+112
| +17% | +$26.5K | 0.05% | 158 |
|
|
2021
Q1 | $162K | Sell |
673
-20
| -3% | -$4.81K | 0.05% | 154 |
|
|
2020
Q4 | $146K | Buy |
+693
| New | +$146K | 0.04% | 155 |
|