Freedom Investment Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,608
Closed -$396K 689
2023
Q2
$396K Buy
8,608
+4,203
+95% +$194K 0.04% 462
2023
Q1
$207K Sell
4,405
-6,667
-60% -$313K 0.02% 651
2022
Q4
$501K Buy
+11,072
New +$501K 0.06% 425
2022
Q3
Sell
-11,773
Closed -$541K 732
2022
Q2
$541K Buy
11,773
+7,589
+181% +$349K 0.06% 428
2022
Q1
$223K Sell
4,184
-13,296
-76% -$709K 0.02% 699
2021
Q4
$1.06M Sell
17,480
-892
-5% -$53.9K 0.08% 329
2021
Q3
$1.29M Sell
18,372
-6,129
-25% -$430K 0.1% 267
2021
Q2
$1.73M Buy
24,501
+1,084
+5% +$76.7K 0.13% 190
2021
Q1
$1.7M Sell
23,417
-7,798
-25% -$567K 0.13% 180
2020
Q4
$1.93M Sell
31,215
-748
-2% -$46.1K 0.21% 106
2020
Q3
$1.38M Sell
31,963
-985
-3% -$42.5K 0.15% 136
2020
Q2
$1.68M Sell
32,948
-10,987
-25% -$562K 0.18% 113
2020
Q1
$3.46M Sell
43,935
-11,729
-21% -$923K 0.31% 74
2019
Q4
$4.45M Buy
55,664
+2,161
+4% +$173K 0.39% 52
2019
Q3
$3.7M Sell
53,503
-7,944
-13% -$549K 0.32% 56
2019
Q2
$4.3M Sell
61,447
-2,510
-4% -$176K 0.36% 49
2019
Q1
$3.98M Buy
63,957
+35,990
+129% +$2.24M 0.32% 57
2018
Q4
$1.46M Buy
27,967
+10,925
+64% +$569K 0.11% 185
2018
Q3
$1.22M Sell
17,042
-7,685
-31% -$549K 0.08% 276
2018
Q2
$1.66M Buy
24,727
+9,720
+65% +$651K 0.1% 214
2018
Q1
$1.01M Sell
15,007
-8,245
-35% -$557K 0.05% 367
2017
Q4
$1.73M Sell
23,252
-516
-2% -$38.4K 0.09% 188
2017
Q3
$1.73M Buy
23,768
+5,624
+31% +$409K 0.09% 165
2017
Q2
$1.21M Sell
18,144
-2,480
-12% -$166K 0.07% 245
2017
Q1
$1.23M Buy
20,624
+8,714
+73% +$521K 0.07% 233
2016
Q4
$708K Buy
11,910
+1,572
+15% +$93.4K 0.04% 366
2016
Q3
$488K Sell
10,338
-1,905
-16% -$89.9K 0.03% 461
2016
Q2
$519K Sell
12,243
-833
-6% -$35.3K 0.04% 405
2016
Q1
$546K Sell
13,076
-425
-3% -$17.7K 0.04% 373
2015
Q4
$699K Buy
13,501
+946
+8% +$49K 0.05% 292
2015
Q3
$162K Buy
12,555
+6,093
+94% +$78.6K 0.02% 624
2015
Q2
$357K Buy
6,462
+1,640
+34% +$90.6K 0.04% 434
2015
Q1
$248K Sell
4,822
-58,878
-92% -$3.03M 0.03% 539
2014
Q4
$3.45M Buy
63,700
+8,071
+15% +$437K 0.45% 37
2014
Q3
$2.88M Buy
55,629
+11,720
+27% +$607K 0.51% 24
2014
Q2
$2.07M Buy
43,909
+11,152
+34% +$525K 0.35% 32
2014
Q1
$1.56M Buy
32,757
+24,549
+299% +$1.17M 0.33% 37
2013
Q4
$428K Buy
8,208
+3,472
+73% +$181K 0.11% 187
2013
Q3
$230K Buy
+4,736
New +$230K 0.07% 285