Balasa Dinverno & Foltz’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $682K | Buy |
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|
2022
Q2 | $536K | Sell |
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|
2022
Q1 | $696K | Sell |
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|
2021
Q4 | $926K | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $729K | Sell |
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|
2020
Q3 | $696K | Buy |
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|
2020
Q2 | $792K | Sell |
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|
2020
Q1 | $666K | Buy |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $826K | Buy |
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|
2019
Q2 | $826K | Buy |
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|
2019
Q1 | $680K | Buy |
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|
2018
Q4 | $541K | Sell |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.19M | Buy |
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|
2017
Q4 | $1.29M | Buy |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $814K | Buy |
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|
2016
Q4 | $727K | Buy |
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|
2016
Q3 | $412K | Buy |
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|
2016
Q2 | $344K | Buy |
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|
2016
Q1 | $324K | Sell |
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|
2015
Q4 | $522K | Buy |
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|
2015
Q3 | $458K | Sell |
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|
2015
Q2 | $579K | Sell |
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|
2015
Q1 | $566K | Sell |
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|
2014
Q4 | $620K | Sell |
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|
2014
Q3 | $609K | Buy |
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|
2014
Q2 | $549K | Buy |
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|
2014
Q1 | $534K | Sell |
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|
2013
Q4 | $606K | Buy |
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|
2013
Q3 | $556K | Buy |
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|
2013
Q2 | $539K | Buy |
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