Atwood & Palmer’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,000
| Closed | -$184K | – | 427 |
|
|
2023
Q2 | $184K | Hold |
4,000
| – | – | 0.02% | 155 |
|
|
2023
Q1 | $188K | Hold |
4,000
| – | – | 0.02% | 144 |
|
|
2022
Q4 | $181K | Hold |
4,000
| – | – | 0.02% | 149 |
|
|
2022
Q3 | $167K | Hold |
4,000
| – | – | 0.02% | 144 |
|
|
2022
Q2 | $184K | Hold |
4,000
| – | – | 0.02% | 141 |
|
|
2022
Q1 | $214K | Hold |
4,000
| – | – | 0.02% | 138 |
|
|
2021
Q4 | $242K | Sell |
4,000
-82
| -2% | -$5.45K | 0.02% | 140 |
|
|
2021
Q3 | $286K | Sell |
4,082
-215
| -5% | -$15K | 0.03% | 131 |
|
|
2021
Q2 | $304K | Sell |
4,297
-251
| -6% | -$18.6K | 0.03% | 129 |
|
|
2021
Q1 | $331K | Buy |
4,548
+333
| +8% | +$22.2K | 0.03% | 125 |
|
|
2020
Q4 | $260K | Hold |
4,215
| – | – | 0.03% | 130 |
|
|
2020
Q3 | $182K | Sell |
4,215
-151
| -3% | -$7.52K | 0.02% | 132 |
|
|
2020
Q2 | $223K | Sell |
4,366
-360,304
| -99% | -$17.1M | 0.03% | 119 |
|
|
2020
Q1 | $15.4M | Buy |
364,670
+133,492
| +58% | +$8.96M | 2.41% | 17 |
|
|
2019
Q4 | $18.5M | Sell |
231,178
-7,941
| -3% | -$587K | 2.37% | 17 |
|
|
2019
Q3 | $16.5M | Buy |
239,119
+5,780
| +2% | +$393K | 2.23% | 19 |
|
|
2019
Q2 | $16.3M | Buy |
233,339
+771
| +0.3% | +$51.6K | 2.21% | 17 |
|
|
2019
Q1 | $14.5M | Buy |
232,568
+921
| +0.4% | +$57.2K | 2.05% | 18 |
|
|
2018
Q4 | $12.1M | Sell |
231,647
-800
| -0.3% | -$50.7K | 1.92% | 19 |
|
|
2018
Q3 | $16.7M | Buy |
232,447
+4,000
| +2% | +$283K | 2.18% | 19 |
|
|
2018
Q2 | $15.3M | Buy |
228,447
+132,562
| +138% | +$9.13M | 2.1% | 17 |
|
|
2018
Q1 | $6.47M | Buy |
+95,885
| New | +$7.21M | 0.92% | 36 |
|
|
2017
Q1 | – | Sell |
-150
| Closed | -$9K | – | 300 |
|
|
2016
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 270 |
|
|
2016
Q3 | $7K | Sell |
150
-33
| -18% | -$1.5K | ﹤0.01% | 273 |
|
|
2016
Q2 | $8K | Hold |
183
| – | – | ﹤0.01% | 261 |
|
|
2016
Q1 | $8K | Hold |
183
| – | – | ﹤0.01% | 263 |
|
|
2015
Q4 | $9K | Sell |
183
-270
| -60% | -$14.3K | ﹤0.01% | 326 |
|
|
2015
Q3 | $22K | Buy |
453
+270
| +148% | +$14.7K | ﹤0.01% | 259 |
|
|
2015
Q2 | $10K | Hold |
183
| – | – | ﹤0.01% | 292 |
|
|
2015
Q1 | $9K | Hold |
183
| – | – | ﹤0.01% | 277 |
|
|
2014
Q4 | $10K | Hold |
183
| – | – | ﹤0.01% | 294 |
|
|
2014
Q3 | $9K | Hold |
183
| – | – | ﹤0.01% | 312 |
|
|
2014
Q2 | $9K | Buy |
+183
| New | +$8.7K | ﹤0.01% | 269 |
|
Other funds holding C
Atwood & Palmer's C Position: Q3 2023 in Review
Atwood & Palmer sold out of Citigroup (C) in Q3 2023, closing a stake of 4,000 shares — an estimated $184K sold.
Atwood & Palmer first reported a position in C in Q2 2014 and held it in 33 quarters. The position peaked at $18.5M in Q4 2019. 1,520 funds tracked by Wall St. Rank hold C as of Q3 2023.
- Atwood & Palmer reported no remaining Citigroup position as of Q3 2023 after selling out during the quarter.
- Atwood & Palmer sold 4,000 Citigroup shares in Q3 2023, an estimated $184K.
- Atwood & Palmer first reported a position in Citigroup in Q2 2014 and held it in 33 quarters.
- Atwood & Palmer's Citigroup position peaked at $18.5M in Q4 2019.
- 1,520 funds tracked by Wall St. Rank held Citigroup as of Q3 2023.
Based on Atwood & Palmer's 13F filing for Q3 2023, filed 20 Oct 2023.