SFP
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Sweet Financial Partners’s Cigna CI Stock Holding History

Sweet Financial Partners’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.73M Buy
5,005
+147
+3% +$50.6K 0.38% 60
2024
Q2 		$1.61M Buy
4,858
+2
+0% +$690 0.37% 59
2024
Q1 		$1.76M Sell
4,856
-2,016
-29% -$664K 0.41% 54
2023
Q4 		$2.06M Sell
6,872
-10
-0.1% -$2.92K 0.49% 44
2023
Q3 		$1.97M Buy
6,882
+1
+0% +$285 0.52% 39
2023
Q2 		$1.93M Sell
6,881
-9
-0.1% -$2.34K 0.51% 40
2023
Q1 		$1.76M Hold
6,890
– – 0.49% 33
2022
Q4 		$2.28M Hold
6,890
– – 0.67% 23
2022
Q3 		$1.91M Sell
6,890
-183
-3% -$51.5K 0.61% 25
2022
Q2 		$1.86M Sell
7,073
-38
-0.5% -$9.79K 0.58% 27
2022
Q1 		$1.7M Buy
7,111
+2,300
+48% +$538K 0.46% 31
2021
Q4 		$1.1M Buy
+4,811
New +$1.02M 0.46% 30

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