United Advisor Group’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 | $231K | Hold |
24,136
| – | – | 0.04% | 355 |
|
|
2025
Q1 | $250K | Sell |
24,136
-2,319
| -9% | -$24K | 0.05% | 305 |
|
|
2024
Q4 | $302K | Sell |
26,455
-4
| -0% | -$46 | 0.06% | 297 |
|
|
2024
Q3 | $315K | Buy |
26,459
+100
| +0.4% | +$1.19K | 0.07% | 272 |
|
|
2024
Q2 | $319K | Hold |
26,359
| – | – | 0.1% | 189 |
|
|
2024
Q1 | $290K | Buy |
+26,359
| New | +$290K | 0.11% | 164 |
|