The Family Firm’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,269
| Closed | -$417K | – | 104 |
|
2025
Q1 | $417K | Buy |
1,269
+4
| +0.3% | +$1.32K | 0.09% | 134 |
|
2024
Q4 | $350K | Buy |
1,265
+3
| +0.2% | +$829 | 0.08% | 150 |
|
2024
Q3 | $437K | Buy |
1,262
+4
| +0.3% | +$1.39K | 0.1% | 128 |
|
2024
Q2 | $416K | Buy |
1,258
+3
| +0.2% | +$992 | 0.09% | 126 |
|
2024
Q1 | $456K | Buy |
1,255
+4
| +0.3% | +$1.45K | 0.11% | 120 |
|
2023
Q4 | $375K | Sell |
1,251
-28
| -2% | -$8.39K | 0.1% | 127 |
|
2023
Q3 | $366K | Buy |
1,279
+5
| +0.4% | +$1.43K | 0.1% | 124 |
|
2023
Q2 | $357K | Buy |
1,274
+6
| +0.5% | +$1.68K | 0.09% | 131 |
|
2023
Q1 | $324K | Buy |
1,268
+11
| +0.9% | +$2.81K | 0.09% | 136 |
|
2022
Q4 | $416K | Buy |
1,257
+34
| +3% | +$11.3K | 0.12% | 111 |
|
2022
Q3 | $339K | Sell |
1,223
-98
| -7% | -$27.2K | 0.11% | 124 |
|
2022
Q2 | $348K | Buy |
1,321
+5
| +0.4% | +$1.32K | 0.1% | 127 |
|
2022
Q1 | $315K | Buy |
1,316
+5
| +0.4% | +$1.2K | 0.08% | 141 |
|
2021
Q4 | $301K | Buy |
1,311
+3
| +0.2% | +$689 | 0.08% | 139 |
|
2021
Q3 | $281K | Buy |
1,308
+4
| +0.3% | +$859 | 0.07% | 142 |
|
2021
Q2 | $309K | Buy |
1,304
+4
| +0.3% | +$948 | 0.08% | 133 |
|
2021
Q1 | $314K | Buy |
1,300
+3
| +0.2% | +$725 | 0.09% | 125 |
|
2020
Q4 | $284K | Buy |
+1,297
| New | +$284K | 0.08% | 129 |
|
2020
Q3 | – | Sell |
-1,312
| Closed | -$246K | – | 143 |
|
2020
Q2 | $246K | Hold |
1,312
| – | – | 0.09% | 123 |
|
2020
Q1 | $232K | Sell |
1,312
-10
| -0.8% | -$1.77K | 0.1% | 118 |
|
2019
Q4 | $270K | Sell |
1,322
-149
| -10% | -$30.4K | 0.09% | 128 |
|
2019
Q3 | $223K | Sell |
1,471
-41
| -3% | -$6.22K | 0.08% | 133 |
|
2019
Q2 | $238K | Hold |
1,512
| – | – | 0.08% | 124 |
|
2019
Q1 | $243K | Hold |
1,512
| – | – | 0.09% | 121 |
|
2018
Q4 | $287K | Buy |
+1,512
| New | +$287K | 0.11% | 103 |
|