FSA
Fort Sheridan Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
13,210
+213
| +2% | +$18.1K | 0.16% | 96 |
|
|
2025
Q1 | $923K | Sell |
12,997
-11
| -0.1% | -$781 | 0.14% | 105 |
|
|
2024
Q4 | $916K | Sell |
13,008
-170
| -1% | -$12K | 0.13% | 110 |
|
|
2024
Q3 | $825K | Sell |
13,178
-281
| -2% | -$17.6K | 0.13% | 114 |
|
|
2024
Q2 | $854K | Buy |
13,459
+130
| +1% | +$8.25K | 0.14% | 103 |
|
|
2024
Q1 | $843K | Buy |
13,329
+2,001
| +18% | +$127K | 0.16% | 93 |
|
|
2023
Q4 | $583K | Buy |
11,328
+598
| +6% | +$30.8K | 0.12% | 113 |
|
|
2023
Q3 | $441K | Buy |
10,730
+1,409
| +15% | +$58K | 0.1% | 123 |
|
|
2023
Q2 | $429K | Sell |
9,321
-447
| -5% | -$20.6K | 0.1% | 128 |
|
|
2023
Q1 | $458K | Sell |
9,768
-600
| -6% | -$28.1K | 0.12% | 121 |
|
|
2022
Q4 | $469K | Hold |
10,368
| – | – | 0.15% | 109 |
|
|
2022
Q3 | $432K | Hold |
10,368
| – | – | 0.15% | 109 |
|
|
2022
Q2 | $477K | Buy |
10,368
+516
| +5% | +$23.7K | 0.16% | 99 |
|
|
2022
Q1 | $526K | Sell |
9,852
-549
| -5% | -$29.3K | 0.15% | 101 |
|
|
2021
Q4 | $628K | Buy |
10,401
+4
| +0% | +$242 | 0.18% | 93 |
|
|
2021
Q3 | $730K | Buy |
10,397
+290
| +3% | +$20.4K | 0.24% | 75 |
|
|
2021
Q2 | $715K | Buy |
10,107
+27
| +0.3% | +$1.91K | 0.24% | 74 |
|
|
2021
Q1 | $733K | Buy |
10,080
+2,059
| +26% | +$150K | 0.29% | 58 |
|
|
2020
Q4 | $495K | Buy |
8,021
+402
| +5% | +$24.8K | 0.24% | 58 |
|
|
2020
Q3 | $328K | Buy |
7,619
+745
| +11% | +$32.1K | 0.19% | 72 |
|
|
2020
Q2 | $351K | Buy |
6,874
+406
| +6% | +$20.7K | 0.22% | 62 |
|
|
2020
Q1 | $272K | Buy |
6,468
+1,745
| +37% | +$73.4K | 0.2% | 61 |
|
|
2019
Q4 | $377K | Hold |
4,723
| – | – | 0.2% | 69 |
|
|
2019
Q3 | $326K | Buy |
4,723
+100
| +2% | +$6.9K | 0.18% | 66 |
|
|
2019
Q2 | $324K | Buy |
4,623
+195
| +4% | +$13.7K | 0.19% | 66 |
|
|
2019
Q1 | $276K | Buy |
+4,428
| New | +$276K | 0.18% | 64 |
|