United Capital Financial Advisors’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 | $110K | Sell |
11,482
-4,910
| -30% | -$47K | ﹤0.01% | 1070 |
|
|
2025
Q1 | $170K | Hold |
16,392
| – | – | ﹤0.01% | 1018 |
|
|
2024
Q4 | $187K | Buy |
16,392
+145
| +0.9% | +$1.65K | ﹤0.01% | 1020 |
|
|
2024
Q3 | $193K | Sell |
16,247
-4,222
| -21% | -$50.2K | ﹤0.01% | 1010 |
|
|
2024
Q2 | $248K | Buy |
20,469
+133
| +0.7% | +$1.61K | ﹤0.01% | 906 |
|
|
2024
Q1 | $224K | Buy |
20,336
+134
| +0.7% | +$1.47K | ﹤0.01% | 978 |
|
|
2023
Q4 | $228K | Buy |
20,202
+9,233
| +84% | +$104K | ﹤0.01% | 957 |
|
|
2023
Q3 | $116K | Hold |
10,969
| – | – | ﹤0.01% | 816 |
|
|
2023
Q2 | $114K | Hold |
10,969
| – | – | ﹤0.01% | 874 |
|
|
2023
Q1 | $108K | Hold |
10,969
| – | – | ﹤0.01% | 939 |
|
|
2022
Q4 | $107K | Sell |
10,969
-2,143
| -16% | -$20.9K | ﹤0.01% | 1009 |
|
|
2022
Q3 | $111K | Buy |
+13,112
| New | +$111K | ﹤0.01% | 1052 |
|