Summit Trail Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
+8,762
| New | +$2.9M | 0.05% | 189 |
|
|
2024
Q4 | – | Sell |
-2,034
| Closed | -$705K | – | 465 |
|
|
2024
Q3 | $705K | Buy |
2,034
+357
| +21% | +$124K | 0.02% | 326 |
|
|
2024
Q2 | $554K | Buy |
1,677
+110
| +7% | +$36.4K | 0.01% | 351 |
|
|
2024
Q1 | $569K | Buy |
1,567
+204
| +15% | +$74.1K | 0.02% | 311 |
|
|
2023
Q4 | $408K | Sell |
1,363
-304
| -18% | -$91K | 0.01% | 321 |
|
|
2023
Q3 | $477K | Buy |
1,667
+251
| +18% | +$71.8K | 0.02% | 283 |
|
|
2023
Q2 | $397K | Buy |
1,416
+606
| +75% | +$170K | 0.02% | 309 |
|
|
2023
Q1 | $207K | Buy |
+810
| New | +$207K | 0.01% | 384 |
|
|
2018
Q1 | – | Sell |
-840
| Closed | -$183K | – | 655 |
|
|
2017
Q4 | $183K | Buy |
+840
| New | +$183K | 0.02% | 450 |
|