Affiance Financial’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-472	Closed	-$21.4K	–	140
2022 Q4	$21.4K	Buy	+472	New	+$21.4K	0.01%	235
2022 Q2	–	Sell	-7,773	Closed	-$415K	–	126
2022 Q1	$415K	Hold	7,773	–	–	0.2%	71
2021 Q4	$469K	Hold	7,773	–	–	0.2%	77
2021 Q3	$545K	Hold	7,773	–	–	0.24%	64
2021 Q2	$550K	Hold	7,773	–	–	0.23%	62
2021 Q1	$565K	Hold	7,773	–	–	0.25%	59
2020 Q4	$479K	Hold	7,773	–	–	0.25%	63
2020 Q3	$335K	Hold	7,773	–	–	0.19%	73
2020 Q2	$397K	Hold	7,773	–	–	0.22%	60
2020 Q1	$327K	Sell	7,773 -671	-8%	-$28.2K	0.23%	61
2019 Q4	$675K	Buy	8,444 +4	+0%	+$320	0.37%	44
2019 Q3	$583K	Sell	8,440 -1,050	-11%	-$72.5K	0.35%	50
2019 Q2	$665K	Buy	9,490 +890	+10%	+$62.4K	0.41%	47
2019 Q1	$535K	Sell	8,600 -10	-0.1%	-$622	0.34%	52
2018 Q4	$448K	Hold	8,610	–	–	0.3%	58
2018 Q3	$618K	Hold	8,610	–	–	0.41%	48
2018 Q2	$576K	Hold	8,610	–	–	0.44%	49
2018 Q1	$581K	Sell	8,610 -40	-0.5%	-$2.7K	0.51%	38
2017 Q4	$644K	Hold	8,650	–	–	0.48%	37
2017 Q3	$629K	Hold	8,650	–	–	0.51%	34
2017 Q2	$579K	Sell	8,650 -9	-0.1%	-$602	0.46%	36
2017 Q1	$518K	Hold	8,659	–	–	0.4%	38
2016 Q4	$515K	Hold	8,659	–	–	0.41%	42
2016 Q3	$409K	Sell	8,659 -250	-3%	-$11.8K	0.33%	51
2016 Q2	$378K	Sell	8,909 -24	-0.3%	-$1.02K	0.32%	55
2016 Q1	$373K	Buy	8,933 +9	+0.1%	+$376	0.36%	56
2015 Q4	$462K	Sell	8,924 -280	-3%	-$14.5K	0.47%	45
2015 Q3	$457K	Buy	9,204 +290	+3%	+$14.4K	0.57%	43
2015 Q2	$492K	Hold	8,914	–	–	0.63%	48
2015 Q1	$459K	Hold	8,914	–	–	0.7%	41
2014 Q4	$482K	Buy	+8,914	New	+$482K	0.85%	30