Crewe Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,325
| Closed | -$274K | – | 758 |
|
|
2024
Q2 | $274K | Buy |
4,325
+1,287
| +42% | +$81.7K | 0.03% | 147 |
|
|
2024
Q1 | $192K | Buy |
+3,038
| New | +$192K | 0.02% | 172 |
|
|
2023
Q3 | – | Sell |
-4,120
| Closed | -$190K | – | 634 |
|
|
2023
Q2 | $190K | Buy |
4,120
+164
| +4% | +$7.55K | 0.03% | 144 |
|
|
2023
Q1 | $185K | Sell |
3,956
-607
| -13% | -$28.5K | 0.03% | 166 |
|
|
2022
Q4 | $206K | Sell |
4,563
-469
| -9% | -$21.2K | 0.03% | 150 |
|
|
2022
Q3 | $210K | Buy |
5,032
+399
| +9% | +$16.7K | 0.04% | 137 |
|
|
2022
Q2 | $213K | Buy |
4,633
+1,033
| +29% | +$47.5K | 0.05% | 122 |
|
|
2022
Q1 | $192K | Buy |
3,600
+2,380
| +195% | +$127K | 0.04% | 115 |
|
|
2021
Q4 | $74K | Buy |
+1,220
| New | +$74K | 0.02% | 153 |
|
|
2021
Q3 | – | Sell |
-360
| Closed | -$25K | – | 405 |
|
|
2021
Q2 | $25K | Hold |
360
| – | – | 0.01% | 202 |
|
|
2021
Q1 | $26K | Hold |
360
| – | – | 0.01% | 200 |
|
|
2020
Q4 | $22K | Hold |
360
| – | – | 0.01% | 194 |
|
|
2020
Q3 | $16K | Buy |
+360
| New | +$16K | 0.01% | 197 |
|