Cedar Brook Financial Partners’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 |
-3,185
| Closed | -$201K | – | 69 |
|
|
2024
Q1 | $201K | Buy |
+3,185
| New | +$201K | 0.04% | 422 |
|
|
2021
Q3 | – | Sell |
-3,092
| Closed | -$219K | – | 355 |
|
|
2021
Q2 | $219K | Buy |
3,092
+103
| +3% | +$7.3K | 0.06% | 339 |
|
|
2021
Q1 | $217K | Buy |
+2,989
| New | +$217K | 0.08% | 295 |
|
|
2020
Q3 | – | Sell |
-4,127
| Closed | -$211K | – | 296 |
|
|
2020
Q2 | $211K | Sell |
4,127
-1,523
| -27% | -$77.9K | 0.09% | 247 |
|
|
2020
Q1 | $238K | Buy |
5,650
+1,555
| +38% | +$65.5K | 0.13% | 196 |
|
|
2019
Q4 | $327K | Buy |
4,095
+794
| +24% | +$63.4K | 0.14% | 190 |
|
|
2019
Q3 | $228K | Sell |
3,301
-319
| -9% | -$22K | 0.1% | 249 |
|
|
2019
Q2 | $254K | Buy |
3,620
+88
| +2% | +$6.18K | 0.12% | 236 |
|
|
2019
Q1 | $220K | Sell |
3,532
-340
| -9% | -$21.2K | 0.11% | 251 |
|
|
2018
Q4 | $202K | Buy |
+3,872
| New | +$202K | 0.12% | 226 |
|