Capital Advisory Group Advisory Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-66
| Closed | -$4K | – | 250 |
|
|
2022
Q1 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 445 |
|
|
2021
Q4 | – | Sell |
-2,253
| Closed | -$158K | – | 219 |
|
|
2021
Q3 | $158K | Buy |
2,253
+238
| +12% | +$16.7K | 0.06% | 209 |
|
|
2021
Q2 | $143K | Buy |
2,015
+334
| +20% | +$23.7K | 0.05% | 211 |
|
|
2021
Q1 | $122K | Buy |
1,681
+1,665
| +10,406% | +$121K | 0.05% | 205 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 503 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 458 |
|
|
2020
Q2 | $1K | Sell |
16
-59
| -79% | -$3.69K | ﹤0.01% | 435 |
|
|
2020
Q1 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 367 |
|
|
2019
Q4 | – | Sell |
-175
| Closed | -$12K | – | 230 |
|
|
2019
Q3 | $12K | Sell |
175
-698
| -80% | -$47.9K | 0.01% | 258 |
|
|
2019
Q2 | $61K | Buy |
873
+744
| +577% | +$52K | 0.04% | 141 |
|
|
2019
Q1 | $7K | Sell |
129
-1,676
| -93% | -$90.9K | 0.01% | 298 |
|
|
2018
Q4 | $96K | Sell |
1,805
-10,813
| -86% | -$575K | 0.07% | 104 |
|
|
2018
Q3 | $898K | Buy |
12,618
+12,600
| +70,000% | +$897K | 0.6% | 32 |
|
|
2018
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 330 |
|
|
2018
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 320 |
|