Financial Advocates Investment Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,095
| Closed | -$429K | – | 711 |
|
|
2024
Q4 | $429K | Buy |
6,095
+18
| +0.3% | +$1.27K | 0.02% | 500 |
|
|
2024
Q3 | $380K | Buy |
6,077
+10
| +0.2% | +$626 | 0.02% | 538 |
|
|
2024
Q2 | $385K | Buy |
6,067
+718
| +13% | +$45.6K | 0.02% | 505 |
|
|
2024
Q1 | $338K | Buy |
5,349
+400
| +8% | +$25.3K | 0.02% | 547 |
|
|
2023
Q4 | $255K | Buy |
+4,949
| New | +$255K | 0.02% | 617 |
|
|
2023
Q3 | – | Sell |
-4,682
| Closed | -$216K | – | 697 |
|
|
2023
Q2 | $216K | Buy |
+4,682
| New | +$216K | 0.02% | 628 |
|
|
2022
Q2 | – | Sell |
-4,518
| Closed | -$241K | – | 700 |
|
|
2022
Q1 | $241K | Sell |
4,518
-478
| -10% | -$25.5K | 0.02% | 633 |
|
|
2021
Q4 | $301K | Buy |
4,996
+88
| +2% | +$5.3K | 0.02% | 628 |
|
|
2021
Q3 | $345K | Sell |
4,908
-115
| -2% | -$8.08K | 0.02% | 571 |
|
|
2021
Q2 | $355K | Sell |
5,023
-1,394
| -22% | -$98.5K | 0.02% | 550 |
|
|
2021
Q1 | $467K | Sell |
6,417
-196
| -3% | -$14.3K | 0.03% | 482 |
|
|
2020
Q4 | $408K | Buy |
6,613
+969
| +17% | +$59.8K | 0.03% | 486 |
|
|
2020
Q3 | $243K | Sell |
5,644
-92
| -2% | -$3.96K | 0.02% | 520 |
|
|
2020
Q2 | $293K | Buy |
+5,736
| New | +$293K | 0.03% | 454 |
|
|
2020
Q1 | – | Sell |
-3,773
| Closed | -$301K | – | 476 |
|
|
2019
Q4 | $301K | Sell |
3,773
-512
| -12% | -$40.8K | 0.03% | 389 |
|
|
2019
Q3 | $296K | Sell |
4,285
-629
| -13% | -$43.5K | 0.03% | 377 |
|
|
2019
Q2 | $344K | Buy |
4,914
+764
| +18% | +$53.5K | 0.04% | 350 |
|
|
2019
Q1 | $258K | Buy |
4,150
+192
| +5% | +$11.9K | 0.03% | 388 |
|
|
2018
Q4 | $206K | Sell |
3,958
-4,502
| -53% | -$234K | 0.03% | 404 |
|
|
2018
Q3 | $607K | Sell |
8,460
-365
| -4% | -$26.2K | 0.07% | 256 |
|
|
2018
Q2 | $592K | Sell |
8,825
-877
| -9% | -$58.8K | 0.07% | 242 |
|
|
2018
Q1 | $654K | Buy |
9,702
+2,185
| +29% | +$147K | 0.09% | 221 |
|
|
2017
Q4 | $559K | Buy |
+7,517
| New | +$559K | 0.08% | 240 |
|