Founders Financial Alliance’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
4,540
-2,576
| -36% | -$219K | 0.09% | 220 |
|
|
2025
Q1 | $505K | Buy |
7,116
+987
| +16% | +$70.1K | 0.12% | 167 |
|
|
2024
Q4 | $431K | Buy |
6,129
+19
| +0.3% | +$1.34K | 0.12% | 169 |
|
|
2024
Q3 | $382K | Buy |
6,110
+30
| +0.5% | +$1.88K | 0.11% | 189 |
|
|
2024
Q2 | $386K | Sell |
6,080
-472
| -7% | -$30K | 0.11% | 174 |
|
|
2024
Q1 | $414K | Sell |
6,552
-585
| -8% | -$37K | 0.12% | 171 |
|
|
2023
Q4 | $367K | Sell |
7,137
-317
| -4% | -$16.3K | 0.14% | 153 |
|
|
2023
Q3 | $307K | Sell |
7,454
-1,447
| -16% | -$59.5K | 0.13% | 167 |
|
|
2023
Q2 | $410K | Buy |
8,901
+239
| +3% | +$11K | 0.16% | 142 |
|
|
2023
Q1 | $410K | Sell |
8,662
-934
| -10% | -$44.2K | 0.2% | 115 |
|
|
2022
Q4 | $434K | Buy |
9,596
+47
| +0.5% | +$2.13K | 0.2% | 116 |
|
|
2022
Q3 | $398K | Buy |
9,549
+949
| +11% | +$39.6K | 0.2% | 114 |
|
|
2022
Q2 | $395K | Sell |
8,600
-1,134
| -12% | -$52.1K | 0.2% | 110 |
|
|
2022
Q1 | $520K | Buy |
9,734
+242
| +3% | +$12.9K | 0.23% | 100 |
|
|
2021
Q4 | $573K | Sell |
9,492
-338
| -3% | -$20.4K | 0.23% | 99 |
|
|
2021
Q3 | $690K | Buy |
9,830
+987
| +11% | +$69.3K | 0.32% | 77 |
|
|
2021
Q2 | $628K | Buy |
8,843
+484
| +6% | +$34.4K | 0.29% | 81 |
|
|
2021
Q1 | $627K | Buy |
8,359
+2,620
| +46% | +$197K | 0.31% | 75 |
|
|
2020
Q4 | $355K | Buy |
5,739
+653
| +13% | +$40.4K | 0.2% | 116 |
|
|
2020
Q3 | $218K | Buy |
+5,086
| New | +$218K | 0.13% | 144 |
|