Advisory Research’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,988
| Closed | -$276K | – | 433 |
|
|
2023
Q2 | $276K | Buy |
+5,988
| New | +$276K | 0.04% | 387 |
|
|
2018
Q1 | – | Sell |
-3,266
| Closed | -$243K | – | 379 |
|
|
2017
Q4 | $243K | Buy |
+3,266
| New | +$243K | ﹤0.01% | 390 |
|
|
2014
Q2 | – | Sell |
-1,418
| Closed | -$67K | – | 378 |
|
|
2014
Q1 | $67K | Buy |
+1,418
| New | +$67K | ﹤0.01% | 654 |
|