Financial Gravity Asset Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-53
| Closed | -$3.39K | – | 1599 |
|
|
2024
Q1 | $3.39K | Buy |
+53
| New | +$3.39K | ﹤0.01% | 962 |
|
|
2023
Q4 | – | Hold |
0
| – | -$14 | – | 1454 |
|
|
2023
Q3 | – | Sell |
-46
| Closed | -$8.9K | – | 1145 |
|
|
2023
Q2 | $8.9K | Sell |
46
-1
| -2% | -$193 | 0.02% | 371 |
|
|
2023
Q1 | $849 | Buy |
47
+2
| +4% | +$36 | 0.03% | 380 |
|
|
2022
Q4 | $9.97K | Sell |
45
-543
| -92% | -$120K | 0.05% | 254 |
|
|
2022
Q3 | $769 | Sell |
588
-470
| -44% | -$615 | 0.03% | 359 |
|
|
2022
Q2 | $1.72K | Buy |
1,058
+210
| +25% | +$342 | 0.05% | 293 |
|
|
2022
Q1 | $935 | Sell |
848
-412
| -33% | -$454 | 0.03% | 345 |
|
|
2021
Q4 | $1.54K | Buy |
1,260
+1,234
| +4,746% | +$1.51K | 0.03% | 352 |
|
|
2021
Q3 | $70K | Hold |
26
| – | – | 0.03% | 453 |
|
|
2021
Q2 | $71K | Sell |
26
-4
| -13% | -$10.9K | 0.03% | 453 |
|
|
2021
Q1 | $2.18K | Sell |
30
-2
| -6% | -$145 | 0.04% | 231 |
|
|
2020
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 304 |
|
|
2020
Q2 | – | Sell |
-364
| Closed | -$15.3K | – | 137 |
|
|
2020
Q1 | $15.3K | Sell |
364
-629
| -63% | -$26.5K | 0.05% | 152 |
|
|
2019
Q4 | $80K | Sell |
993
-124
| -11% | -$9.99K | 0.06% | 421 |
|
|
2019
Q3 | $77K | Sell |
1,117
-143
| -11% | -$9.86K | 0.07% | 241 |
|
|
2019
Q2 | $88K | Buy |
1,260
+64
| +5% | +$4.47K | 0.07% | 244 |
|
|
2019
Q1 | $77K | Buy |
+1,196
| New | +$77K | 0.06% | 237 |
|
|
2018
Q3 | $7K | Buy |
103
+11
| +12% | +$748 | 0.01% | 647 |
|
|
2018
Q2 | $6K | Sell |
92
-856
| -90% | -$55.8K | 0.01% | 679 |
|
|
2018
Q1 | $64K | Buy |
+948
| New | +$64K | 0.07% | 253 |
|