AFC
AFT Forsyth & Company’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Sell |
9,173
-315
| -3% | -$26.8K | 0.4% | 50 |
|
|
2025
Q1 | $674K | Buy |
9,488
+1,925
| +25% | +$137K | 0.36% | 62 |
|
|
2024
Q4 | $532K | Hold |
7,563
| – | – | 0.26% | 78 |
|
|
2024
Q3 | $473K | Sell |
7,563
-28
| -0.4% | -$1.75K | 0.23% | 84 |
|
|
2024
Q2 | $482K | Hold |
7,591
| – | – | 0.24% | 86 |
|
|
2024
Q1 | $480K | Sell |
7,591
-550
| -7% | -$34.8K | 0.27% | 85 |
|
|
2023
Q4 | $419K | Sell |
8,141
-750
| -8% | -$38.6K | 0.26% | 89 |
|
|
2023
Q3 | $366K | Sell |
8,891
-200
| -2% | -$8.23K | 0.27% | 95 |
|
|
2023
Q2 | $419K | Sell |
9,091
-100
| -1% | -$4.6K | 0.3% | 88 |
|
|
2023
Q1 | $431K | Hold |
9,191
| – | – | 0.33% | 85 |
|
|
2022
Q4 | $416K | Sell |
9,191
-430
| -4% | -$19.4K | 0.35% | 88 |
|
|
2022
Q3 | $401K | Sell |
9,621
-315
| -3% | -$13.1K | 0.36% | 86 |
|
|
2022
Q2 | $457K | Hold |
9,936
| – | – | 0.37% | 81 |
|
|
2022
Q1 | $531K | Hold |
9,936
| – | – | 0.34% | 85 |
|
|
2021
Q4 | $600K | Hold |
9,936
| – | – | 0.31% | 93 |
|
|
2021
Q3 | $697K | Buy |
9,936
+450
| +5% | +$31.6K | 0.37% | 84 |
|
|
2021
Q2 | $671K | Hold |
9,486
| – | – | 0.36% | 92 |
|
|
2021
Q1 | $690K | Hold |
9,486
| – | – | 0.41% | 84 |
|
|
2020
Q4 | $585K | Sell |
9,486
-1,535
| -14% | -$94.7K | 0.37% | 93 |
|
|
2020
Q3 | $475K | Sell |
11,021
-220
| -2% | -$9.48K | 0.35% | 85 |
|
|
2020
Q2 | $574K | Sell |
11,241
-1,996
| -15% | -$102K | 0.48% | 68 |
|
|
2020
Q1 | $558K | Sell |
13,237
-900
| -6% | -$37.9K | 0.56% | 62 |
|
|
2019
Q4 | $1.13M | Buy |
14,137
+575
| +4% | +$45.9K | 0.86% | 40 |
|
|
2019
Q3 | $937K | Buy |
13,562
+325
| +2% | +$22.5K | 0.77% | 46 |
|
|
2019
Q2 | $927K | Buy |
13,237
+831
| +7% | +$58.2K | 0.76% | 45 |
|
|
2019
Q1 | $772K | Buy |
12,406
+700
| +6% | +$43.6K | 0.67% | 57 |
|
|
2018
Q4 | $609K | Sell |
11,706
-2,098
| -15% | -$109K | 0.61% | 61 |
|
|
2018
Q3 | $990K | Sell |
13,804
-350
| -2% | -$25.1K | 0.82% | 44 |
|
|
2018
Q2 | $947K | Sell |
14,154
-6,530
| -32% | -$437K | 0.83% | 39 |
|
|
2018
Q1 | $1.4M | Sell |
20,684
-7,204
| -26% | -$486K | 1.3% | 20 |
|
|
2017
Q4 | $2.08M | Buy |
+27,888
| New | +$2.08M | 2.03% | 9 |
|
|
2013
Q3 | $1.04M | Sell |
21,523
-160
| -0.7% | -$7.76K | 1.35% | 13 |
|
|
2013
Q2 | $1.04M | Buy |
+21,683
| New | +$1.04M | 1.49% | 12 |
|