Financial Synergies Wealth Advisors’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 |
-241
| Closed | -$15.2K | – | 126 |
|
|
2024
Q1 | $15.2K | Buy |
241
+209
| +653% | +$13.2K | ﹤0.01% | 221 |
|
|
2023
Q4 | $1.45K | Sell |
32
-206
| -87% | -$9.32K | ﹤0.01% | 280 |
|
|
2023
Q3 | $9.78K | Buy |
238
+2
| +0.8% | +$82 | ﹤0.01% | 236 |
|
|
2023
Q2 | $10.9K | Buy |
236
+2
| +0.9% | +$92 | ﹤0.01% | 224 |
|
|
2023
Q1 | $11K | Buy |
234
+202
| +631% | +$9.49K | ﹤0.01% | 231 |
|
|
2022
Q4 | $1.45K | Buy |
32
+4
| +14% | +$181 | ﹤0.01% | 280 |
|
|
2022
Q3 | $1.17K | Sell |
28
-14
| -33% | -$583 | ﹤0.01% | 281 |
|
|
2022
Q2 | $1.93K | Buy |
+42
| New | +$1.93K | ﹤0.01% | 237 |
|