First Heartland Consultants’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
4,995
+493
| +11% | +$42K | 0.04% | 303 |
|
|
2025
Q1 | $320K | Buy |
+4,502
| New | +$320K | 0.03% | 336 |
|
|
2021
Q3 | – | Sell |
-5,566
| Closed | -$394K | – | 392 |
|
|
2021
Q2 | $394K | Sell |
5,566
-301
| -5% | -$21.3K | 0.06% | 250 |
|
|
2021
Q1 | $427K | Buy |
5,867
+30
| +0.5% | +$2.18K | 0.07% | 228 |
|
|
2020
Q4 | $360K | Sell |
5,837
-583
| -9% | -$36K | 0.06% | 214 |
|
|
2020
Q3 | $277K | Sell |
6,420
-183
| -3% | -$7.9K | 0.05% | 224 |
|
|
2020
Q2 | $337K | Buy |
6,603
+1,735
| +36% | +$88.6K | 0.07% | 199 |
|
|
2020
Q1 | $205K | Buy |
4,868
+2,120
| +77% | +$89.3K | 0.05% | 225 |
|
|
2019
Q4 | $220K | Buy |
+2,748
| New | +$220K | 0.04% | 277 |
|
|
2019
Q2 | – | Sell |
-3,649
| Closed | -$227K | – | 285 |
|
|
2019
Q1 | $227K | Buy |
+3,649
| New | +$227K | 0.06% | 248 |
|
|
2018
Q4 | – | Sell |
-3,537
| Closed | -$254K | – | 244 |
|
|
2018
Q3 | $254K | Buy |
+3,537
| New | +$254K | 0.08% | 209 |
|