Valeo 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 | $1.43M | Buy |
4,319
+286
| +7% | +$94.5K | 0.04% | 214 |
|
2025
Q1 | $1.33M | Buy |
4,033
+10
| +0.2% | +$3.29K | 0.04% | 207 |
|
2024
Q4 | $1.11M | Sell |
4,023
-57
| -1% | -$15.7K | 0.03% | 239 |
|
2024
Q3 | $1.41M | Sell |
4,080
-100
| -2% | -$34.6K | 0.04% | 198 |
|
2024
Q2 | $1.38M | Sell |
4,180
-143
| -3% | -$47.3K | 0.04% | 191 |
|
2024
Q1 | $1.52M | Buy |
4,323
+24
| +0.6% | +$8.45K | 0.05% | 177 |
|
2023
Q4 | $1.29M | Sell |
4,299
-716
| -14% | -$214K | 0.05% | 192 |
|
2023
Q3 | $1.43M | Sell |
5,015
-242
| -5% | -$69.2K | 0.07% | 159 |
|
2023
Q2 | $1.48M | Sell |
5,257
-4
| -0.1% | -$1.12K | 0.07% | 154 |
|
2023
Q1 | $1.34M | Sell |
5,261
-2,396
| -31% | -$612K | 0.06% | 182 |
|
2022
Q4 | $2.54M | Buy |
7,657
+3,003
| +65% | +$995K | 0.14% | 92 |
|
2022
Q3 | $1.29M | Sell |
4,654
-174
| -4% | -$48.3K | 0.08% | 144 |
|
2022
Q2 | $1.27M | Sell |
4,828
-13,726
| -74% | -$3.62M | 0.08% | 140 |
|
2022
Q1 | $1.25M | Buy |
18,554
+13,537
| +270% | +$913K | 0.06% | 170 |
|
2021
Q4 | $1.15M | Sell |
5,017
-106
| -2% | -$24.3K | 0.06% | 165 |
|
2021
Q3 | $1.03M | Buy |
5,123
+2,901
| +131% | +$580K | 0.06% | 174 |
|
2021
Q2 | $527K | Buy |
2,222
+6
| +0.3% | +$1.42K | 0.03% | 237 |
|
2021
Q1 | $536K | Sell |
2,216
-49
| -2% | -$11.9K | 0.02% | 256 |
|
2020
Q4 | $472K | Sell |
2,265
-340
| -13% | -$70.9K | 0.02% | 254 |
|
2020
Q3 | $441K | Sell |
2,605
-3,124
| -55% | -$529K | 0.04% | 198 |
|
2020
Q2 | $1.08M | Sell |
5,729
-323
| -5% | -$60.6K | 0.1% | 122 |
|
2020
Q1 | $1.1M | Sell |
6,052
-60
| -1% | -$10.9K | 0.12% | 114 |
|
2019
Q4 | $1.25M | Buy |
6,112
+1,732
| +40% | +$354K | 0.12% | 115 |
|
2019
Q3 | $665K | Buy |
4,380
+244
| +6% | +$37K | 0.07% | 152 |
|
2019
Q2 | $652K | Buy |
4,136
+3,974
| +2,453% | +$626K | 0.07% | 157 |
|
2019
Q1 | $26K | Sell |
162
-12
| -7% | -$1.93K | ﹤0.01% | 694 |
|
2018
Q4 | $33K | Buy |
174
+119
| +216% | +$22.6K | ﹤0.01% | 586 |
|
2018
Q3 | $12K | Sell |
55
-4
| -7% | -$873 | ﹤0.01% | 897 |
|
2018
Q2 | $11K | Sell |
59
-95
| -62% | -$17.7K | ﹤0.01% | 906 |
|
2018
Q1 | $26K | Buy |
154
+78
| +103% | +$13.2K | ﹤0.01% | 639 |
|
2017
Q4 | $15K | Buy |
76
+41
| +117% | +$8.09K | ﹤0.01% | 729 |
|
2017
Q3 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 776 |
|