Acorn Financial Advisory Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
7,447
-358
| -5% | -$30.5K | 0.1% | 99 |
|
|
2025
Q1 | $554K | Sell |
7,805
-496
| -6% | -$35.2K | 0.1% | 100 |
|
|
2024
Q4 | $584K | Sell |
8,301
-110
| -1% | -$7.74K | 0.1% | 101 |
|
|
2024
Q3 | $527K | Buy |
8,411
+42
| +0.5% | +$2.63K | 0.09% | 105 |
|
|
2024
Q2 | $531K | Buy |
8,369
+43
| +0.5% | +$2.73K | 0.1% | 102 |
|
|
2024
Q1 | $527K | Sell |
8,326
-691
| -8% | -$43.7K | 0.1% | 103 |
|
|
2023
Q4 | $464K | Buy |
9,017
+98
| +1% | +$5.04K | 0.08% | 148 |
|
|
2023
Q3 | $367K | Sell |
8,919
-527
| -6% | -$21.7K | 0.07% | 170 |
|
|
2023
Q2 | $435K | Buy |
9,446
+134
| +1% | +$6.17K | 0.08% | 153 |
|
|
2023
Q1 | $437K | Buy |
9,312
+9
| +0.1% | +$422 | 0.09% | 136 |
|
|
2022
Q4 | $421K | Sell |
9,303
-440
| -5% | -$19.9K | 0.09% | 129 |
|
|
2022
Q3 | $406K | Sell |
9,743
-444
| -4% | -$18.5K | 0.1% | 139 |
|
|
2022
Q2 | $468K | Sell |
10,187
-387
| -4% | -$17.8K | 0.11% | 123 |
|
|
2022
Q1 | $564K | Sell |
10,574
-131
| -1% | -$6.99K | 0.11% | 122 |
|
|
2021
Q4 | $647K | Sell |
10,705
-275
| -3% | -$16.6K | 0.13% | 110 |
|
|
2021
Q3 | $770K | Buy |
10,980
+498
| +5% | +$34.9K | 0.24% | 94 |
|
|
2021
Q2 | $741K | Buy |
10,482
+78
| +0.7% | +$5.51K | 0.22% | 108 |
|
|
2021
Q1 | $757K | Buy |
10,404
+214
| +2% | +$15.6K | 0.28% | 91 |
|
|
2020
Q4 | $628K | Buy |
10,190
+424
| +4% | +$26.1K | 0.25% | 105 |
|
|
2020
Q3 | $421K | Buy |
9,766
+4,840
| +98% | +$209K | 0.22% | 117 |
|
|
2020
Q2 | $251K | Buy |
4,926
+118
| +2% | +$6.01K | 0.17% | 164 |
|
|
2020
Q1 | $202K | Sell |
4,808
-80
| -2% | -$3.36K | 0.2% | 153 |
|
|
2019
Q4 | $390K | Buy |
+4,888
| New | +$390K | 0.33% | 104 |
|