Good Life Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $706K | Buy |
8,292
+509
| +7% | +$43.3K | 0.04% | 254 |
|
2025
Q1 | $553K | Sell |
7,783
-5,299
| -41% | -$376K | 0.04% | 280 |
|
2024
Q4 | $921K | Sell |
13,082
-2,274
| -15% | -$160K | 0.07% | 198 |
|
2024
Q3 | $961K | Buy |
15,356
+9,323
| +155% | +$584K | 0.06% | 227 |
|
2024
Q2 | $383K | Buy |
6,033
+754
| +14% | +$47.8K | 0.03% | 311 |
|
2024
Q1 | $334K | Sell |
5,279
-1,938
| -27% | -$123K | 0.03% | 327 |
|
2023
Q4 | $371K | Buy |
+7,217
| New | +$371K | 0.04% | 292 |
|
2023
Q2 | – | Sell |
-4,417
| Closed | -$207K | – | 415 |
|
2023
Q1 | $207K | Buy |
+4,417
| New | +$207K | 0.03% | 362 |
|
2021
Q4 | – | Sell |
-3,046
| Closed | -$214K | – | 397 |
|
2021
Q3 | $214K | Buy |
+3,046
| New | +$214K | 0.03% | 335 |
|
2021
Q2 | – | Sell |
-4,162
| Closed | -$302K | – | 320 |
|
2021
Q1 | $302K | Buy |
4,162
+540
| +15% | +$39.2K | 0.06% | 221 |
|
2020
Q4 | $224K | Buy |
+3,622
| New | +$224K | 0.05% | 233 |
|
2020
Q3 | – | Sell |
-4,723
| Closed | -$244K | – | 253 |
|
2020
Q2 | $244K | Buy |
+4,723
| New | +$244K | 0.07% | 197 |
|
2020
Q1 | – | Sell |
-3,302
| Closed | -$263K | – | 225 |
|
2019
Q4 | $263K | Buy |
3,302
+194
| +6% | +$15.5K | 0.07% | 205 |
|
2019
Q3 | $218K | Buy |
3,108
+231
| +8% | +$16.2K | 0.07% | 222 |
|
2019
Q2 | $203K | Sell |
2,877
-869
| -23% | -$61.3K | 0.06% | 238 |
|
2019
Q1 | $234K | Sell |
3,746
-1,386
| -27% | -$86.6K | 0.07% | 202 |
|
2018
Q4 | $267K | Sell |
5,132
-98
| -2% | -$5.1K | 0.09% | 175 |
|
2018
Q3 | $377K | Sell |
5,230
-820
| -14% | -$59.1K | 0.11% | 148 |
|
2018
Q2 | $409K | Sell |
6,050
-2,177
| -26% | -$147K | 0.13% | 133 |
|
2018
Q1 | $559K | Buy |
8,227
+98
| +1% | +$6.66K | 0.19% | 94 |
|
2017
Q4 | $606K | Buy |
8,129
+2,797
| +52% | +$209K | 0.19% | 87 |
|
2017
Q3 | $401K | Buy |
5,332
+1,835
| +52% | +$138K | 0.15% | 107 |
|
2017
Q2 | $237K | Buy |
3,497
+2
| +0.1% | +$136 | 0.1% | 172 |
|
2017
Q1 | $209K | Buy |
+3,495
| New | +$209K | 0.1% | 181 |
|