Steward Partners Investment Advisory’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Hold |
1,562
| – | – | ﹤0.01% | 3033 |
|
|
2025
Q1 | $16.2K | Hold |
1,562
| – | – | ﹤0.01% | 2898 |
|
|
2024
Q4 | $17.8K | Hold |
1,562
| – | – | ﹤0.01% | 2851 |
|
|
2024
Q3 | $18.6K | Hold |
1,562
| – | – | ﹤0.01% | 2693 |
|
|
2024
Q2 | $18.9K | Hold |
1,562
| – | – | ﹤0.01% | 2562 |
|
|
2024
Q1 | $17.2K | Hold |
1,562
| – | – | ﹤0.01% | 2581 |
|
|
2023
Q4 | $17.7K | Hold |
1,562
| – | – | ﹤0.01% | 2462 |
|
|
2023
Q3 | $16.5K | Hold |
1,562
| – | – | ﹤0.01% | 2405 |
|
|
2023
Q2 | $16.2K | Hold |
1,562
| – | – | ﹤0.01% | 2385 |
|
|
2023
Q1 | $15.4K | Hold |
1,562
| – | – | ﹤0.01% | 2365 |
|
|
2022
Q4 | $15.2K | Hold |
1,562
| – | – | ﹤0.01% | 2369 |
|
|
2022
Q3 | $13K | Sell |
1,562
-119
| -7% | -$990 | ﹤0.01% | 2408 |
|
|
2022
Q2 | $15K | Sell |
1,681
-1,681
| -50% | -$15K | ﹤0.01% | 2342 |
|
|
2022
Q1 | $50K | Hold |
3,362
| – | – | ﹤0.01% | 1913 |
|
|
2021
Q4 | $44K | Buy |
+3,362
| New | +$44K | ﹤0.01% | 1979 |
|