Dynamic Advisor Solutions’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
9,703
+4,293
| +79% | +$365K | 0.03% | 494 |
|
|
2025
Q1 | $384K | Buy |
5,410
+58
| +1% | +$4.12K | 0.01% | 644 |
|
|
2024
Q4 | $377K | Sell |
5,352
-5,392
| -50% | -$380K | 0.02% | 483 |
|
|
2024
Q3 | $673K | Sell |
10,744
-169
| -2% | -$10.6K | 0.02% | 552 |
|
|
2024
Q2 | $693K | Buy |
10,913
+2,463
| +29% | +$156K | 0.02% | 543 |
|
|
2024
Q1 | $534K | Buy |
8,450
+593
| +8% | +$37.5K | 0.02% | 586 |
|
|
2023
Q4 | $427K | Sell |
7,857
-13
| -0.2% | -$706 | 0.02% | 614 |
|
|
2023
Q3 | $324K | Buy |
7,870
+866
| +12% | +$35.6K | 0.02% | 635 |
|
|
2023
Q2 | $322K | Sell |
7,004
-1,142
| -14% | -$52.6K | 0.02% | 612 |
|
|
2023
Q1 | $382K | Sell |
8,146
-566
| -6% | -$26.5K | 0.02% | 537 |
|
|
2022
Q4 | $394K | Buy |
8,712
+598
| +7% | +$27K | 0.03% | 500 |
|
|
2022
Q3 | $338K | Buy |
8,114
+277
| +4% | +$11.5K | 0.03% | 491 |
|
|
2022
Q2 | $360K | Buy |
7,837
+1,556
| +25% | +$71.5K | 0.03% | 483 |
|
|
2022
Q1 | $335K | Buy |
6,281
+1,184
| +23% | +$63.1K | 0.02% | 533 |
|
|
2021
Q4 | $308K | Sell |
5,097
-84
| -2% | -$5.08K | 0.02% | 555 |
|
|
2021
Q3 | $364K | Buy |
5,181
+3
| +0.1% | +$211 | 0.03% | 517 |
|
|
2021
Q2 | $366K | Buy |
5,178
+421
| +9% | +$29.8K | 0.03% | 494 |
|
|
2021
Q1 | $346K | Sell |
4,757
-141
| -3% | -$10.3K | 0.03% | 466 |
|
|
2020
Q4 | $302K | Sell |
4,898
-1,489
| -23% | -$91.8K | 0.03% | 485 |
|
|
2020
Q3 | $275K | Sell |
6,387
-12,847
| -67% | -$553K | 0.03% | 453 |
|
|
2020
Q2 | $983K | Buy |
19,234
+6,050
| +46% | +$309K | 0.13% | 186 |
|
|
2020
Q1 | $555K | Buy |
13,184
+2,708
| +26% | +$114K | 0.1% | 226 |
|
|
2019
Q4 | $837K | Buy |
10,476
+601
| +6% | +$48K | 0.11% | 218 |
|
|
2019
Q3 | $682K | Buy |
9,875
+103
| +1% | +$7.11K | 0.11% | 222 |
|
|
2019
Q2 | $684K | Buy |
9,772
+644
| +7% | +$45.1K | 0.11% | 213 |
|
|
2019
Q1 | $568K | Buy |
9,128
+900
| +11% | +$56K | 0.11% | 203 |
|
|
2018
Q4 | $527K | Sell |
8,228
-2,831
| -26% | -$181K | 0.11% | 194 |
|
|
2018
Q3 | $793K | Buy |
11,059
+6,978
| +171% | +$500K | 0.16% | 159 |
|
|
2018
Q2 | $274K | Sell |
4,081
-3,067
| -43% | -$206K | 0.06% | 312 |
|
|
2018
Q1 | $482K | Buy |
+7,148
| New | +$482K | 0.12% | 193 |
|