Synergy Asset Management’s Cigna CI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,834
Closed -$635K 203
2024
Q4
$635K Hold
1,834
0.05% 138
2024
Q3
$635K Buy
1,834
+31
+2% +$10.7K 0.1% 93
2024
Q2
$596K Buy
+1,803
New +$596K 0.09% 91
2022
Q1
Sell
-1,809
Closed -$415K 103
2021
Q4
$415K Buy
1,809
+385
+27% +$88.3K 0.1% 68
2021
Q3
$285K Buy
+1,424
New +$285K 0.07% 81