Atlas Capital Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-64
| Closed | -$4.06K | – | 913 |
|
|
2024
Q2 | $4.06K | Hold |
64
| – | – | ﹤0.01% | 793 |
|
|
2024
Q1 | $4.05K | Sell |
64
-521
| -89% | -$32.9K | ﹤0.01% | 777 |
|
|
2023
Q4 | $30.1K | Hold |
585
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $24.1K | Sell |
585
-68
| -10% | -$2.8K | ﹤0.01% | 621 |
|
|
2023
Q2 | $30.1K | Hold |
653
| – | – | ﹤0.01% | 634 |
|
|
2023
Q1 | $30.6K | Sell |
653
-821
| -56% | -$38.5K | ﹤0.01% | 627 |
|
|
2022
Q4 | $66.7K | Sell |
1,474
-526
| -26% | -$23.8K | 0.01% | 499 |
|
|
2022
Q3 | $83.3K | Sell |
2,000
-432
| -18% | -$18K | 0.02% | 473 |
|
|
2022
Q2 | $112K | Buy |
2,432
+1,333
| +121% | +$61.3K | 0.02% | 445 |
|
|
2022
Q1 | $58.7K | Sell |
1,099
-62
| -5% | -$3.31K | 0.01% | 520 |
|
|
2021
Q4 | $70.1K | Hold |
1,161
| – | – | 0.01% | 493 |
|
|
2021
Q3 | $81.5K | Sell |
1,161
-2,739
| -70% | -$192K | 0.01% | 465 |
|
|
2021
Q2 | $276K | Buy |
3,900
+3,400
| +680% | +$241K | 0.05% | 313 |
|
|
2021
Q1 | $36.4K | Buy |
+500
| New | +$36.4K | 0.01% | 528 |
|
|
2020
Q2 | – | Sell |
-55
| Closed | -$2.33K | – | 673 |
|
|
2020
Q1 | $2.33K | Buy |
+55
| New | +$2.33K | ﹤0.01% | 647 |
|
|
2018
Q2 | – | Sell |
-4,003
| Closed | -$270K | – | 517 |
|
|
2018
Q1 | $270K | Buy |
+4,003
| New | +$270K | 0.08% | 255 |
|