Frisch Financial Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+2,757
| New | +$235K | 0.06% | 130 |
|
|
2025
Q1 | – | Sell |
-3,033
| Closed | -$214K | – | 130 |
|
|
2024
Q4 | $214K | Buy |
+3,033
| New | +$214K | 0.06% | 120 |
|
|
2024
Q3 | – | Sell |
-3,253
| Closed | -$206K | – | 134 |
|
|
2024
Q2 | $206K | Buy |
3,253
+19
| +0.6% | +$1.2K | 0.06% | 130 |
|
|
2024
Q1 | $205K | Buy |
+3,234
| New | +$205K | 0.07% | 125 |
|
|
2021
Q2 | – | Sell |
-2,849
| Closed | -$207K | – | 153 |
|
|
2021
Q1 | $207K | Buy |
+2,849
| New | +$207K | 0.07% | 142 |
|
|
2020
Q1 | – | Sell |
-2,678
| Closed | -$214K | – | 108 |
|
|
2019
Q4 | $214K | Buy |
+2,678
| New | +$214K | 0.1% | 109 |
|