First Personal Financial Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $752 | Buy |
+12
| New | +$752 | ﹤0.01% | 371 |
|
|
2022
Q1 | – | Sell |
-150
| Closed | -$9K | – | 335 |
|
|
2021
Q4 | $9K | Sell |
150
-144
| -49% | -$8.64K | ﹤0.01% | 297 |
|
|
2021
Q3 | $21K | Sell |
294
-291
| -50% | -$20.8K | 0.01% | 241 |
|
|
2021
Q2 | $41K | Hold |
585
| – | – | 0.01% | 209 |
|
|
2021
Q1 | $43K | Hold |
585
| – | – | 0.01% | 198 |
|
|
2020
Q4 | $36K | Hold |
585
| – | – | 0.01% | 207 |
|
|
2020
Q3 | $25K | Hold |
585
| – | – | 0.01% | 223 |
|
|
2020
Q2 | $30K | Hold |
585
| – | – | 0.01% | 214 |
|
|
2020
Q1 | $25K | Sell |
585
-100
| -15% | -$4.27K | 0.01% | 217 |
|
|
2019
Q4 | $55K | Hold |
685
| – | – | 0.02% | 185 |
|
|
2019
Q3 | $47K | Sell |
685
-102
| -13% | -$7K | 0.01% | 253 |
|
|
2019
Q2 | $55K | Sell |
787
-265
| -25% | -$18.5K | 0.02% | 271 |
|
|
2019
Q1 | $65K | Sell |
1,052
-1,024
| -49% | -$63.3K | 0.02% | 241 |
|
|
2018
Q4 | $108K | Buy |
2,076
+1,350
| +186% | +$70.2K | 0.04% | 195 |
|
|
2018
Q3 | $52K | Buy |
726
+141
| +24% | +$10.1K | 0.02% | 279 |
|
|
2018
Q2 | $39K | Sell |
585
-8,554
| -94% | -$570K | 0.01% | 304 |
|
|
2018
Q1 | $617K | Sell |
9,139
-4,885
| -35% | -$330K | 0.14% | 133 |
|
|
2017
Q4 | $1.04M | Buy |
14,024
+5,645
| +67% | +$420K | 0.2% | 104 |
|
|
2017
Q3 | $610K | Hold |
8,379
| – | – | 0.13% | 126 |
|
|
2017
Q2 | $561K | Buy |
8,379
+4,945
| +144% | +$331K | 0.12% | 132 |
|
|
2017
Q1 | $206K | Buy |
3,434
+144
| +4% | +$8.64K | 0.05% | 191 |
|
|
2016
Q4 | $196K | Buy |
3,290
+237
| +8% | +$14.1K | 0.05% | 190 |
|
|
2016
Q3 | $144K | Sell |
3,053
-308
| -9% | -$14.5K | 0.04% | 175 |
|
|
2016
Q2 | $143K | Buy |
3,361
+2,070
| +160% | +$88.1K | 0.05% | 172 |
|
|
2016
Q1 | $54K | Buy |
1,291
+700
| +118% | +$29.3K | 0.03% | 174 |
|
|
2015
Q4 | $31K | Sell |
591
-143
| -19% | -$7.5K | 0.02% | 214 |
|
|
2015
Q3 | $37K | Buy |
734
+40
| +6% | +$2.02K | 0.02% | 192 |
|
|
2015
Q2 | $39K | Hold |
694
| – | – | 0.02% | 182 |
|
|
2015
Q1 | $36K | Hold |
694
| – | – | 0.02% | 187 |
|
|
2014
Q4 | $37K | Buy |
+694
| New | +$37K | 0.02% | 172 |
|