Callahan Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,006
| Closed | -$216K | – | 132 |
|
|
2018
Q3 | $216K | Hold |
3,006
| – | – | 0.04% | 132 |
|
|
2018
Q2 | $201K | Sell |
3,006
-300
| -9% | -$20.1K | 0.04% | 122 |
|
|
2018
Q1 | $223K | Hold |
3,306
| – | – | 0.05% | 113 |
|
|
2017
Q4 | $246K | Buy |
3,306
+51
| +2% | +$3.8K | 0.05% | 113 |
|
|
2017
Q3 | $237K | Buy |
+3,255
| New | +$237K | 0.05% | 111 |
|