Coppell Advisory Solutions’s Citigroup C Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-837
| Closed | -$59.1K | – | 543 |
|
2024
Q4 | $59.1K | Sell |
837
-141
| -14% | -$9.96K | 0.01% | 536 |
|
2024
Q3 | $60.5K | Sell |
978
-209
| -18% | -$12.9K | 0.01% | 505 |
|
2024
Q2 | $75.3K | Buy |
+1,187
| New | +$75.3K | 0.01% | 416 |
|
2023
Q4 | $145K | Buy |
2,820
+2,752
| +4,047% | +$142K | 0.03% | 301 |
|
2023
Q3 | $3.08K | Sell |
68
-70
| -51% | -$3.17K | ﹤0.01% | 799 |
|
2023
Q2 | $6.4K | Buy |
+138
| New | +$6.4K | ﹤0.01% | 800 |
|
2023
Q1 | – | Sell |
-68
| Closed | -$3.08K | – | 326 |
|
2022
Q4 | $3.08K | Buy |
+68
| New | +$3.08K | ﹤0.01% | 800 |
|