DCM 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 |
-3,792
| Closed | -$241K | – | 54 |
|
|
2024
Q2 | $241K | Sell |
3,792
-2,290
| -38% | -$145K | 0.13% | 50 |
|
|
2024
Q1 | $385K | Sell |
6,082
-6,314
| -51% | -$399K | 0.16% | 56 |
|
|
2023
Q4 | $638K | Sell |
12,396
-329
| -3% | -$16.9K | 0.23% | 62 |
|
|
2023
Q3 | $523K | Sell |
12,725
-1,721
| -12% | -$70.8K | 0.24% | 52 |
|
|
2023
Q2 | $665K | Buy |
14,446
+59
| +0.4% | +$2.72K | 0.29% | 49 |
|
|
2023
Q1 | $675K | Sell |
14,387
-2,888
| -17% | -$135K | 0.31% | 49 |
|
|
2022
Q4 | $781K | Buy |
17,275
+2,070
| +14% | +$93.6K | 0.38% | 48 |
|
|
2022
Q3 | $634K | Sell |
15,205
-1,223
| -7% | -$51K | 0.32% | 78 |
|
|
2022
Q2 | $756K | Buy |
16,428
+4,280
| +35% | +$197K | 0.33% | 83 |
|
|
2022
Q1 | $649K | Buy |
12,148
+497
| +4% | +$26.6K | 0.23% | 108 |
|
|
2021
Q4 | $704K | Buy |
+11,651
| New | +$704K | 0.21% | 114 |
|