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Sonoma Private Wealth’s Cigna CI Stock Holding History

Sonoma Private Wealth’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
Q1 		– Sell
-1,203
Closed -$332K – 73
2024
Q4 		$332K Sell
1,203
-109
-8% -$30.1K 0.54% 58
2024
Q3 		$455K Buy
+1,312
New +$455K 0.71% 50