Financial Counselors Inc’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,397
| Closed | -$241K | – | 83 |
|
|
2025
Q1 | $241K | Buy |
3,397
+108
| +3% | +$7.67K | ﹤0.01% | 547 |
|
|
2024
Q4 | $232K | Sell |
3,289
-379
| -10% | -$26.7K | ﹤0.01% | 545 |
|
|
2024
Q3 | $230K | Buy |
3,668
+372
| +11% | +$23.3K | ﹤0.01% | 544 |
|
|
2024
Q2 | $209K | Buy |
+3,296
| New | +$209K | ﹤0.01% | 538 |
|
|
2022
Q4 | – | Sell |
-6,508
| Closed | -$271K | – | 505 |
|
|
2022
Q3 | $271K | Buy |
6,508
+1,244
| +24% | +$51.8K | 0.01% | 426 |
|
|
2022
Q2 | $242K | Sell |
5,264
-937
| -15% | -$43.1K | 0.01% | 450 |
|
|
2022
Q1 | $331K | Sell |
6,201
-228
| -4% | -$12.2K | 0.01% | 408 |
|
|
2021
Q4 | $388K | Buy |
6,429
+888
| +16% | +$53.6K | 0.01% | 392 |
|
|
2021
Q3 | $389K | Buy |
5,541
+2,035
| +58% | +$143K | 0.01% | 405 |
|
|
2021
Q2 | $248K | Sell |
3,506
-106
| -3% | -$7.5K | 0.01% | 485 |
|
|
2021
Q1 | $263K | Sell |
3,612
-523
| -13% | -$38.1K | 0.01% | 470 |
|
|
2020
Q4 | $255K | Buy |
+4,135
| New | +$255K | 0.01% | 470 |
|
|
2020
Q3 | – | Sell |
-9,613
| Closed | -$491K | – | 506 |
|
|
2020
Q2 | $491K | Buy |
+9,613
| New | +$491K | 0.02% | 360 |
|
|
2018
Q4 | – | Sell |
-2,919
| Closed | -$209K | – | 478 |
|
|
2018
Q3 | $209K | Sell |
2,919
-91
| -3% | -$6.52K | 0.01% | 458 |
|
|
2018
Q2 | $201K | Buy |
+3,010
| New | +$201K | 0.01% | 462 |
|
|
2017
Q1 | – | Sell |
-4,141
| Closed | -$246K | – | 495 |
|
|
2016
Q4 | $246K | Buy |
+4,141
| New | +$246K | 0.01% | 425 |
|
|
2016
Q2 | $5.06M | Buy |
119,364
+3,499
| +3% | +$148K | 0.3% | 118 |
|
|
2016
Q1 | $4.84M | Buy |
115,865
+1,789
| +2% | +$74.7K | 0.3% | 118 |
|
|
2015
Q4 | $5.9M | Sell |
114,076
-372
| -0.3% | -$19.3K | 0.38% | 88 |
|
|
2015
Q3 | $5.68M | Buy |
+114,448
| New | +$5.68M | 0.39% | 83 |
|
|
2015
Q2 | – | Sell |
-5,624
| Closed | -$290K | – | 451 |
|
|
2015
Q1 | $290K | Buy |
+5,624
| New | +$290K | 0.02% | 383 |
|
|
2014
Q2 | – | Sell |
-4,320
| Closed | -$206K | – | 425 |
|
|
2014
Q1 | $206K | Buy |
4,320
+331
| +8% | +$15.8K | 0.01% | 405 |
|
|
2013
Q4 | $208K | Buy |
+3,989
| New | +$208K | 0.02% | 383 |
|