Cooper Financial Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
34,693
-1,625
| -4% | -$138K | 0.35% | 51 |
|
|
2025
Q1 | $2.58M | Buy |
36,318
+1,904
| +6% | +$135K | 0.34% | 57 |
|
|
2024
Q4 | $2.42M | Buy |
34,414
+1,754
| +5% | +$123K | 0.29% | 59 |
|
|
2024
Q3 | $2.04M | Buy |
32,660
+5,908
| +22% | +$370K | 0.27% | 69 |
|
|
2024
Q2 | $1.7M | Buy |
26,752
+2,185
| +9% | +$139K | 0.25% | 75 |
|
|
2024
Q1 | $1.55M | Buy |
24,567
+1,125
| +5% | +$71.1K | 0.26% | 78 |
|
|
2023
Q4 | $1.21M | Buy |
23,442
+1,769
| +8% | +$91K | 0.22% | 91 |
|
|
2023
Q3 | $891K | Buy |
21,673
+621
| +3% | +$25.5K | 0.21% | 114 |
|
|
2023
Q2 | $969K | Buy |
21,052
+2,368
| +13% | +$109K | 0.24% | 103 |
|
|
2023
Q1 | $876K | Buy |
18,684
+4,816
| +35% | +$226K | 0.24% | 102 |
|
|
2022
Q4 | $627K | Buy |
13,868
+2,079
| +18% | +$94K | 0.19% | 120 |
|
|
2022
Q3 | $491K | Buy |
11,789
+2,015
| +21% | +$83.9K | 0.18% | 124 |
|
|
2022
Q2 | $449K | Buy |
9,774
+759
| +8% | +$34.9K | 0.16% | 136 |
|
|
2022
Q1 | $481K | Buy |
9,015
+1,383
| +18% | +$73.8K | 0.18% | 114 |
|
|
2021
Q4 | $461K | Sell |
7,632
-100
| -1% | -$6.04K | 0.17% | 126 |
|
|
2021
Q3 | $543K | Buy |
7,732
+159
| +2% | +$11.2K | 0.11% | 124 |
|
|
2021
Q2 | $536K | Sell |
7,573
-83
| -1% | -$5.88K | 0.11% | 116 |
|
|
2021
Q1 | $557K | Buy |
7,656
+154
| +2% | +$11.2K | 0.13% | 115 |
|
|
2020
Q4 | $463K | Buy |
7,502
+696
| +10% | +$43K | 0.09% | 158 |
|
|
2020
Q3 | $293K | Buy |
6,806
+2,210
| +48% | +$95.1K | 0.08% | 153 |
|
|
2020
Q2 | $235K | Buy |
+4,596
| New | +$235K | 0.08% | 163 |
|
|
2020
Q1 | – | Sell |
-3,296
| Closed | -$263K | – | 155 |
|
|
2019
Q4 | $263K | Buy |
3,296
+256
| +8% | +$20.4K | 0.11% | 121 |
|
|
2019
Q3 | $210K | Buy |
+3,040
| New | +$210K | 0.09% | 136 |
|