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 |
|