DBIA
Dumont & Blake Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
8,172
+74
| +0.9% | +$6.3K | 0.18% | 121 |
|
|
2025
Q1 | $575K | Sell |
8,098
-92
| -1% | -$6.53K | 0.16% | 127 |
|
|
2024
Q4 | $577K | Buy |
8,190
+37
| +0.5% | +$2.6K | 0.15% | 130 |
|
|
2024
Q3 | $510K | Sell |
8,153
-7,888
| -49% | -$494K | 0.14% | 137 |
|
|
2024
Q2 | $1.02M | Buy |
16,041
+8,056
| +101% | +$511K | 0.14% | 136 |
|
|
2024
Q1 | $505K | Buy |
7,985
+235
| +3% | +$14.9K | 0.15% | 134 |
|
|
2023
Q4 | $399K | Sell |
7,750
-345
| -4% | -$17.8K | 0.12% | 140 |
|
|
2023
Q3 | $333K | Sell |
8,095
-97
| -1% | -$3.99K | 0.11% | 142 |
|
|
2023
Q2 | $377K | Buy |
8,192
+15
| +0.2% | +$690 | 0.12% | 141 |
|
|
2023
Q1 | $383K | Buy |
8,177
+475
| +6% | +$22.2K | 0.13% | 138 |
|
|
2022
Q4 | $348K | Sell |
7,702
-1,170
| -13% | -$52.9K | 0.12% | 144 |
|
|
2022
Q3 | $370K | Buy |
8,872
+100
| +1% | +$4.17K | 0.14% | 139 |
|
|
2022
Q2 | $403K | Sell |
8,772
-318
| -3% | -$14.6K | 0.13% | 142 |
|
|
2022
Q1 | $485K | Buy |
9,090
+78
| +0.9% | +$4.16K | 0.13% | 144 |
|
|
2021
Q4 | $544K | Sell |
9,012
-40
| -0.4% | -$2.42K | 0.14% | 134 |
|
|
2021
Q3 | $635K | Buy |
9,052
+275
| +3% | +$19.3K | 0.18% | 127 |
|
|
2021
Q2 | $621K | Buy |
8,777
+70
| +0.8% | +$4.95K | 0.18% | 129 |
|
|
2021
Q1 | $633K | Buy |
8,707
+294
| +3% | +$21.4K | 0.19% | 122 |
|
|
2020
Q4 | $519K | Sell |
8,413
-119
| -1% | -$7.34K | 0.18% | 121 |
|
|
2020
Q3 | $368K | Buy |
8,532
+570
| +7% | +$24.6K | 0.14% | 125 |
|
|
2020
Q2 | $407K | Buy |
7,962
+370
| +5% | +$18.9K | 0.17% | 125 |
|
|
2020
Q1 | $320K | Buy |
7,592
+75
| +1% | +$3.16K | 0.16% | 127 |
|
|
2019
Q4 | $601K | Buy |
7,517
+35
| +0.5% | +$2.8K | 0.24% | 112 |
|
|
2019
Q3 | $517K | Buy |
7,482
+321
| +4% | +$22.2K | 0.22% | 113 |
|
|
2019
Q2 | $502K | Buy |
7,161
+45
| +0.6% | +$3.16K | 0.21% | 115 |
|
|
2019
Q1 | $443K | Buy |
7,116
+30
| +0.4% | +$1.87K | 0.19% | 124 |
|
|
2018
Q4 | $369K | Sell |
7,086
-3,280
| -32% | -$171K | 0.17% | 129 |
|
|
2018
Q3 | $744K | Buy |
10,366
+380
| +4% | +$27.3K | 0.29% | 109 |
|
|
2018
Q2 | $668K | Buy |
+9,986
| New | +$668K | 0.28% | 113 |
|