United Capital Financial 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 | $4.6M | Buy |
13,925
+185
| +1% | +$61.2K | 0.04% | 291 |
|
2025
Q1 | $4.52M | Buy |
13,740
+989
| +8% | +$325K | 0.04% | 283 |
|
2024
Q4 | $3.52M | Sell |
12,751
-385
| -3% | -$106K | 0.03% | 315 |
|
2024
Q3 | $4.55M | Sell |
13,136
-57
| -0.4% | -$19.7K | 0.04% | 281 |
|
2024
Q2 | $4.36M | Sell |
13,193
-1,145
| -8% | -$379K | 0.04% | 281 |
|
2024
Q1 | $5.21M | Sell |
14,338
-370
| -3% | -$134K | 0.04% | 275 |
|
2023
Q4 | $4.4M | Buy |
14,708
+7,328
| +99% | +$2.19M | 0.04% | 306 |
|
2023
Q3 | $2.11M | Sell |
7,380
-91
| -1% | -$26K | 0.01% | 417 |
|
2023
Q2 | $2.1M | Sell |
7,471
-775
| -9% | -$217K | 0.01% | 438 |
|
2023
Q1 | $2.11M | Sell |
8,246
-1,374
| -14% | -$351K | 0.01% | 442 |
|
2022
Q4 | $3.19M | Sell |
9,620
-315
| -3% | -$104K | 0.02% | 395 |
|
2022
Q3 | $2.76M | Sell |
9,935
-988
| -9% | -$274K | 0.02% | 417 |
|
2022
Q2 | $2.88M | Buy |
10,923
+1,605
| +17% | +$423K | 0.02% | 422 |
|
2022
Q1 | $2.23M | Sell |
9,318
-310
| -3% | -$74.3K | 0.01% | 490 |
|
2021
Q4 | $2.21M | Sell |
9,628
-32
| -0.3% | -$7.35K | 0.01% | 517 |
|
2021
Q3 | $1.93M | Buy |
9,660
+2,221
| +30% | +$445K | 0.01% | 533 |
|
2021
Q2 | $1.76M | Sell |
7,439
-272
| -4% | -$64.5K | 0.01% | 564 |
|
2021
Q1 | $1.86M | Buy |
7,711
+184
| +2% | +$44.5K | 0.01% | 519 |
|
2020
Q4 | $1.57M | Sell |
7,527
-260
| -3% | -$54.1K | 0.01% | 558 |
|
2020
Q3 | $1.32M | Sell |
7,787
-748
| -9% | -$127K | 0.01% | 588 |
|
2020
Q2 | $1.6M | Sell |
8,535
-3,114
| -27% | -$584K | 0.01% | 557 |
|
2020
Q1 | $2.06M | Sell |
11,649
-4,362
| -27% | -$773K | 0.02% | 486 |
|
2019
Q4 | $3.27M | Buy |
16,011
+1,105
| +7% | +$226K | 0.02% | 497 |
|
2019
Q3 | $2.26M | Sell |
14,906
-3,142
| -17% | -$477K | 0.02% | 563 |
|
2019
Q2 | $2.84M | Sell |
18,048
-603
| -3% | -$95K | 0.02% | 526 |
|
2019
Q1 | $3M | Sell |
18,651
-347
| -2% | -$55.8K | 0.02% | 506 |
|
2018
Q4 | $3.61M | Buy |
18,998
+13,152
| +225% | +$2.5M | 0.03% | 435 |
|
2018
Q3 | $1.22M | Sell |
5,846
-340
| -5% | -$70.8K | 0.01% | 724 |
|
2018
Q2 | $1.05M | Sell |
6,186
-71
| -1% | -$12.1K | 0.01% | 752 |
|
2018
Q1 | $1.05M | Sell |
6,257
-1,250
| -17% | -$210K | 0.01% | 767 |
|
2017
Q4 | $1.53M | Buy |
7,507
+111
| +2% | +$22.5K | 0.01% | 665 |
|
2017
Q3 | $1.38M | Buy |
7,396
+4,081
| +123% | +$763K | 0.01% | 682 |
|
2017
Q2 | $555K | Sell |
3,315
-2,399
| -42% | -$402K | 0.01% | 901 |
|
2017
Q1 | $837K | Buy |
5,714
+365
| +7% | +$53.5K | 0.01% | 793 |
|
2016
Q4 | $714K | Buy |
5,349
+271
| +5% | +$36.2K | 0.01% | 834 |
|
2016
Q3 | $662K | Buy |
5,078
+2,058
| +68% | +$268K | 0.01% | 884 |
|
2016
Q2 | $387K | Sell |
3,020
-2,102
| -41% | -$269K | ﹤0.01% | 974 |
|
2016
Q1 | $713K | Buy |
5,122
+495
| +11% | +$68.9K | 0.01% | 786 |
|
2015
Q4 | $677K | Sell |
4,627
-7,036
| -60% | -$1.03M | 0.01% | 803 |
|
2015
Q3 | $1.58M | Buy |
11,663
+684
| +6% | +$92.4K | 0.02% | 570 |
|
2015
Q2 | $1.78M | Sell |
10,979
-942
| -8% | -$153K | 0.02% | 595 |
|
2015
Q1 | $1.49M | Buy |
11,921
+142
| +1% | +$17.7K | 0.02% | 632 |
|
2014
Q4 | $1.21M | Buy |
11,779
+89
| +0.8% | +$9.16K | 0.02% | 600 |
|
2014
Q3 | $1.06M | Sell |
11,690
-5,045
| -30% | -$457K | 0.02% | 592 |
|
2014
Q2 | $1.54M | Buy |
16,735
+1,027
| +7% | +$94.4K | 0.03% | 469 |
|
2014
Q1 | $1.32M | Buy |
+15,708
| New | +$1.32M | 0.03% | 429 |
|
2013
Q4 | – | Sell |
-10,297
| Closed | -$791K | – | 653 |
|
2013
Q3 | $791K | Sell |
10,297
-2,878
| -22% | -$221K | 0.03% | 372 |
|
2013
Q2 | $955K | Buy |
+13,175
| New | +$955K | 0.03% | 412 |
|