Boston Financial Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,430
Closed -$660K 326
2024
Q1
$660K Sell
10,430
-115
-1% -$7.27K 0.02% 223
2023
Q4
$542K Hold
10,545
0.02% 230
2023
Q3
$434K Sell
10,545
-126
-1% -$5.18K 0.02% 235
2023
Q2
$491K Sell
10,671
-212
-2% -$9.76K 0.02% 234
2023
Q1
$510K Sell
10,883
-1,317
-11% -$61.8K 0.02% 225
2022
Q4
$552K Buy
12,200
+476
+4% +$21.5K 0.02% 219
2022
Q3
$489K Buy
+11,724
New +$489K 0.02% 216