DLA
Douglas Lane & Associates’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.1M | Sell |
564,770
-21,925
| -4% | -$1.87M | 0.7% | 60 |
|
|
2025
Q1 | $41.6M | Sell |
586,695
-13,059
| -2% | -$927K | 0.61% | 65 |
|
|
2024
Q4 | $42.2M | Sell |
599,754
-23,505
| -4% | -$1.65M | 0.6% | 73 |
|
|
2024
Q3 | $39M | Sell |
623,259
-24,738
| -4% | -$1.55M | 0.54% | 76 |
|
|
2024
Q2 | $41.1M | Sell |
647,997
-19,830
| -3% | -$1.26M | 0.58% | 69 |
|
|
2024
Q1 | $42.2M | Sell |
667,827
-7,165
| -1% | -$453K | 0.6% | 66 |
|
|
2023
Q4 | $34.7M | Buy |
674,992
+4,158
| +0.6% | +$214K | 0.53% | 73 |
|
|
2023
Q3 | $27.6M | Buy |
670,834
+8,579
| +1% | +$353K | 0.46% | 77 |
|
|
2023
Q2 | $30.5M | Buy |
662,255
+8,128
| +1% | +$374K | 0.49% | 76 |
|
|
2023
Q1 | $30.7M | Buy |
654,127
+5,987
| +0.9% | +$281K | 0.51% | 72 |
|
|
2022
Q4 | $29.3M | Buy |
648,140
+21,582
| +3% | +$976K | 0.49% | 72 |
|
|
2022
Q3 | $26.1M | Buy |
626,558
+19,971
| +3% | +$832K | 0.48% | 79 |
|
|
2022
Q2 | $27.9M | Sell |
606,587
-28,501
| -4% | -$1.31M | 0.47% | 80 |
|
|
2022
Q1 | $33.9M | Sell |
635,088
-15,226
| -2% | -$813K | 0.48% | 82 |
|
|
2021
Q4 | $39.3M | Sell |
650,314
-1,805
| -0.3% | -$109K | 0.52% | 76 |
|
|
2021
Q3 | $45.8M | Sell |
652,119
-42,575
| -6% | -$2.99M | 0.66% | 63 |
|
|
2021
Q2 | $49.2M | Sell |
694,694
-35,834
| -5% | -$2.54M | 0.69% | 59 |
|
|
2021
Q1 | $53.1M | Sell |
730,528
-25,642
| -3% | -$1.87M | 0.82% | 48 |
|
|
2020
Q4 | $46.6M | Buy |
756,170
+110,638
| +17% | +$6.82M | 0.78% | 48 |
|
|
2020
Q3 | $27.8M | Buy |
645,532
+107,202
| +20% | +$4.62M | 0.55% | 65 |
|
|
2020
Q2 | $27.5M | Buy |
538,330
+52,252
| +11% | +$2.67M | 0.59% | 59 |
|
|
2020
Q1 | $20.5M | Buy |
486,078
+4,478
| +0.9% | +$189K | 0.54% | 63 |
|
|
2019
Q4 | $38.5M | Sell |
481,600
-19,733
| -4% | -$1.58M | 0.72% | 55 |
|
|
2019
Q3 | $34.6M | Buy |
501,333
+634
| +0.1% | +$43.8K | 0.69% | 57 |
|
|
2019
Q2 | $35.1M | Buy |
500,699
+14,908
| +3% | +$1.04M | 0.68% | 59 |
|
|
2019
Q1 | $30.2M | Buy |
485,791
+15,195
| +3% | +$945K | 0.63% | 66 |
|
|
2018
Q4 | $24.5M | Buy |
470,596
+109,309
| +30% | +$5.69M | 0.58% | 68 |
|
|
2018
Q3 | $25.9M | Buy |
361,287
+62,845
| +21% | +$4.51M | 0.51% | 71 |
|
|
2018
Q2 | $20M | Buy |
298,442
+88,460
| +42% | +$5.92M | 0.42% | 81 |
|
|
2018
Q1 | $14.2M | Buy |
209,982
+26,334
| +14% | +$1.78M | 0.31% | 89 |
|
|
2017
Q4 | $13.7M | Buy |
183,648
+126,504
| +221% | +$9.41M | 0.29% | 89 |
|
|
2017
Q3 | $4.16M | Buy |
57,144
+47,743
| +508% | +$3.47M | 0.1% | 114 |
|
|
2017
Q2 | $629K | Buy |
9,401
+465
| +5% | +$31.1K | 0.01% | 164 |
|
|
2017
Q1 | $535K | Sell |
8,936
-134
| -1% | -$8.02K | 0.01% | 172 |
|
|
2016
Q4 | $539K | Sell |
9,070
-228
| -2% | -$13.5K | 0.01% | 172 |
|
|
2016
Q3 | $439K | Buy |
9,298
+166
| +2% | +$7.84K | 0.01% | 175 |
|
|
2016
Q2 | $387K | Sell |
9,132
-1,202
| -12% | -$50.9K | 0.01% | 183 |
|
|
2016
Q1 | $431K | Buy |
+10,334
| New | +$431K | 0.01% | 180 |
|